Start a new investor relationship with shared context
Give collaborators a clear overview before the next conversation, including what is known and what still needs research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document in Vault
Create a document in a project vault.
Why this helps
New relationships can start with repeated discovery because relevant background and open questions are not gathered in one place.
- Create a shared starting brief for coordinated relationship work.
- Separate known details from unanswered questions.
- Give the team a place to prepare thoughtful next steps.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Basecamp once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to draft a relationship brief from supplied Affinity contact context and any background provided, clearly separating known information from open questions.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real relationship and review the brief for accuracy and clear unknowns.
Questions about this workflow
Will it research the investor externally?
This workflow uses supplied or available Affinity context. Add background information to the webhook if you want it included.
Can it distinguish facts from assumptions?
Ask it to label known details and open questions separately, and provide the source context for the facts.
Does it send outreach?
No. It creates a Basecamp document to help the team prepare; it does not send a message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Basecamp. A trigger fires from one place; an action lands in another.
Affinity triggers
Basecamp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete To-Do
Mark a to-do as complete.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Card in Column
Add a new card to a card table column.
Create Step in Card
Add a step to an existing card.
Create Chatbot
Add a chatbot to a chat room.
Create Chatbot Line
Post a message to a chat as a chatbot.
Create Document in Vault
Create a document in a project vault.
Create Project from Template
Start creating a project from a template in the background.
Create To-Do (Deprecated)
Add a to-do to a to-do list.
Connect any two apps with Notis in the middle.
Affinity and Basecamp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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