Find investor prospects by role and seniority
Narrow investor discovery to the roles and experience levels that matter for your current raise.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Why this helps
Broad prospect lists are hard to act on when the right roles and seniority are not specified upfront.
- Focus searches on supplied investor roles
- Use seniority criteria supported by Lead Finder
- Keep search parameters explicit and reviewable
Setup
Build it in a few focused steps.
- 1Connect Affinity and Bettercontact once in Notis.
- 2Create an automation in plain language from any channel or in Automations, New Automation in the portal.
- 3In one instruction, ask Notis to create a Lead Finder search using the investor roles and seniority in the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real fundraising search request.
Questions about this workflow
Can the search target job titles and seniority?
Yes. The Lead Finder supports job titles and seniority as people criteria.
Will it decide which roles are best for my raise?
No. Provide the roles or criteria you want to search. The workflow should not infer unstated investor targeting choices.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bettercontact. A trigger fires from one place; an action lands in another.
Affinity triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Checks the remaining account credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Creates a search to find leads matching company and people criteria.
Enrich Leads
Requests work email and direct phone number enrichment for leads.
Get Enrichment Results
Retrieves the results of a lead enrichment request.
Get Lead Finder Results
Retrieves the results of a lead search.
Connect any two apps with Notis in the middle.
Affinity and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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