Check investor outreach readiness with Affinity and Appdrag
Get a regular view of which deals appear ready for outreach based on the context and readiness criteria you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Why this helps
It is easy to miss a ready investor follow-up when contact context and readiness checks live in separate places.
- Review available Affinity contact and deal context together.
- Apply explicit readiness criteria you provide.
- Use an existing Appdrag production GET endpoint in the review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Appdrag once in Notis.
- 2Create an automation and describe the readiness criteria and desired review in one instruction.
- 3Ask Notis to review relevant Affinity context and call the configured Appdrag PROD API GET function for the readiness check.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and review the returned data and report.
Questions about this workflow
Does this workflow send investor outreach?
No. The listed action calls an Appdrag GET function. It does not send messages or create outreach.
What data does the readiness check use?
It can use returned Affinity context and data returned by the configured Appdrag function. Criteria or history that neither system provides must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Appdrag. A trigger fires from one place; an action lands in another.
Affinity triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Affinity and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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