Prepare portfolio context for investor outreach planning
Give outreach planning a grounded view of the available portfolio, drawn from Apaleo and summarized with the Affinity opportunity context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a properties list
List properties.
Why this helps
Investor outreach takes extra effort when founders must assemble portfolio context before writing or tailoring follow-up.
- Retrieve current Apaleo property context for outreach planning.
- Give Notis facts to use when summarizing an opportunity.
- Reduce manual preparation before investor follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Apaleo once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, ask Notis to retrieve Apaleo's property list and prepare a factual portfolio context brief for the Affinity opportunity and intended investor outreach.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real opportunity and check the brief for unsupported claims.
Questions about this workflow
Will this send an investor message?
No. It prepares context for outreach planning. Sending communications is not part of the listed Apaleo actions.
Can it tailor the brief to a specific investor?
Notis can use investor context supplied in the request or opportunity. If that context is absent, it should avoid assuming investor preferences.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Apaleo. A trigger fires from one place; an action lands in another.
Affinity triggers
Apaleo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive a property
Archive an active property.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check if a property exists
Check whether a property exists.
Check if a unit attribute exists
Check whether a unit attribute exists.
Check if a unit exists
Check whether a unit exists.
Check if a unit group exists
Check whether a unit group exists.
Clones a property
Clone a property, including its inventory and rate plans.
Create a unit
Create a new unit.
Create a unit attribute
Create a new unit attribute.
Connect any two apps with Notis in the middle.
Affinity and Apaleo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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