Keep investor contacts ready for thoughtful follow-up
Send a contact from an Affinity deal into BigMailer without re-entering their details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Why this helps
Investor details and deal context live in Affinity, while your outreach list lives somewhere else. Copying them over adds friction and invites mistakes.
- Skip repetitive contact entry.
- Keep a contact's deal context close to your outreach workflow.
- Choose what Notis should do when the incoming details are incomplete.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BigMailer once in the Notis portal.
- 2Create an automation by naming it and describing the outcome in plain language.
- 3Tell Notis to create a BigMailer contact from an incoming Affinity contact and include relevant deal context when present.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real contact and confirm the result in BigMailer.
Questions about this workflow
Does Affinity start this automatically?
Affinity has no listed trigger events for this workflow. A Notis webhook starts it when an HTTP request is sent with the contact information.
What if the contact has no email address?
BigMailer requires an email address to create a contact. Ask Notis to report incomplete requests so you can fill in the missing detail.
Will this send an email to the investor?
No. This workflow creates a BigMailer contact. It does not create or send a campaign.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bigmailer. A trigger fires from one place; an action lands in another.
Affinity triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
Creates a transactional email campaign for a brand.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Brand
Creates a brand for organizing campaigns and default sending settings.
Get User Information
Retrieves information about the authenticated user.
Create Brand Property
Creates a custom brand property for use in email templates.
List All Brands
Lists the brands associated with the authenticated account.
Create Bulk Campaign
Creates a bulk email campaign for immediate sending or scheduling.
Create Contact
Creates a contact within a brand, with optional list membership and subscription status.
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Connect any two apps with Notis in the middle.
Affinity and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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