Create investor outreach segments from Affinity
Send the right investor group into a Benchmark segment when an Affinity workflow identifies who needs an update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Segment from Contact IDs
Creates a contact segment from selected contacts.
Why this helps
Investor lists drift across tools, making it easy to overlook the right people or include the wrong contacts in an update.
- Group selected investors for a specific update without rebuilding a segment by hand.
- Keep the campaign audience tied to a clear Affinity-driven request.
- Reduce list preparation before fundraising communications.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Benchmark email once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for investor segmentation.
- 3Tell Notis to use the investor contact IDs supplied by the Affinity workflow to create a Benchmark segment for the requested outreach.
- 4Choose notis_webhook as the trigger and configure the caller to send the contact IDs and segment purpose.
- 5Choose a report channel, then test with one real set of investor contact IDs.
Questions about this workflow
Does Affinity start this automation automatically?
Affinity has no listed trigger event here. A webhook starts the automation, and the caller must provide the Affinity contact IDs.
Does this add contacts to a Benchmark list?
No. The available action creates a segment from contact IDs. It does not add contacts to a list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Benchmark email. A trigger fires from one place; an action lands in another.
Affinity triggers
Benchmark email actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact From List
Removes a contact from a specific list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Email in Automation
Adds an email to an automation workflow.
Delete Contact List
Deletes a contact list.
Add Email to Archive
Adds an email campaign to the archive page.
Delete Email Campaign
Deletes an email campaign.
Add Email to Community
Publishes an email campaign in the public community.
Delete Linked Agency Account
Deletes a linked agency account.
Add/Remove Inbox Tests from Sub-Account
Adds or removes inbox testing credits from a sub-account.
Connect any two apps with Notis in the middle.
Affinity and Benchmark email, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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