Prepare investor outreach context for a safe handoff
Pass along the context needed for outreach review while concealing investor details you choose.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Anonymize Packet
Anonymizes all or selected fields in a JSON data packet.
Why this helps
An outreach handoff can include more personal or confidential information than the next person needs.
- Protect sensitive details in outreach packets
- Preserve structured context for review
- Start the handoff workflow from a webhook
Setup
Build it in a few focused steps.
- 1Connect Affinity and Anonyflow once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what you want in plain language.
- 3In one instruction, ask Notis to anonymize the sensitive investor and outreach fields in the supplied packet.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real outreach packet and review which details remain visible.
Questions about this workflow
Will this send an outreach message?
No. The available Anonyflow action anonymizes data. The workflow prepares a packet for review or handoff.
Can the anonymization be limited to particular fields?
Yes. Identify the fields to anonymize in your instruction; the packet action supports partial anonymization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Anonyflow. A trigger fires from one place; an action lands in another.
Affinity triggers
Anonyflow actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Anonymize Value
Anonymize one or more text values to conceal sensitive information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Anonymize Packet
Anonymizes all or selected fields in a JSON data packet.
Deanonymize Packet
Recover data from an anonymized packet using your private key.
Deanonymize Value
Recover the original text from anonymized values.
Test Connection
Check whether the service is reachable and operational.
Connect any two apps with Notis in the middle.
Affinity and Anonyflow, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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