Check investor contacts before you send
Bring your Affinity deal context and Amcards contact list together, then let Notis surface contacts worth reviewing before you start outreach.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
List contacts from your account.
Why this helps
Investor details are split between your CRM and mailing tool, making it easy to miss an existing contact or create avoidable duplicates.
- Review existing Amcards contacts alongside Affinity context
- Reduce repeated manual searches across tools
- Keep possible matches visible for human review
Setup
Build it in a few focused steps.
- 1Connect Affinity and Amcards once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3Describe the outcome: check Amcards contacts for likely matches to the Affinity contact or deal context and report the results for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real Affinity example and confirm the report is useful.
Questions about this workflow
Does Affinity start this workflow through a native event?
Affinity has no listed trigger events here, so this workflow starts from a Notis webhook request.
Will it add or update contacts in Amcards?
No. The selected action retrieves contacts. Notis can report possible matches for a person to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Amcards. A trigger fires from one place; an action lands in another.
Affinity triggers
Amcards actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Cards
List all cards associated with your account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Schema
Retrieve the complete API schema.
Get Contacts
List contacts from your account.
Get Category
Retrieve details of a card template category.
Get Category Schema
Retrieve the schema for the read-only Category resource.
Get Gift
Retrieve details of a gift, including its price and availability.
Get Public Template
Retrieve details of a public template.
List Categories
List card template categories in priority order.
Connect any two apps with Notis in the middle.
Affinity and Amcards, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Amcards.