Keep investor contact details from going stale
Set a regular moment to refresh the contacts you use for investor outreach, without relying on memory to start the task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact Batch
Queues a batch of contacts for asynchronous processing and returns a tracking ID.
Why this helps
When investor contact work is spread across tools, stale details and skipped list updates are easy to miss.
- Put list maintenance on a predictable schedule.
- Use current Affinity details when preparing a BigMailer batch.
- Get a run report so you can review the import.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BigMailer once in the Notis portal.
- 2Create an automation and describe which Affinity contacts should be included in each refresh.
- 3Tell Notis to create a BigMailer contact batch from the matching contacts returned by Affinity.
- 4Choose the recurring schedule and where run reports should go.
- 5Test once with real contacts and review the batch status in BigMailer.
Questions about this workflow
Can the schedule identify which contacts are due for a refresh?
Only if Affinity returns enough information to identify them, or you specify the rule in your instruction. A history or baseline not available from the apps must be supplied separately.
Will the schedule create duplicate contacts?
The batch action creates contacts. Define how Notis should handle existing records and check the batch results during your test.
Can this run daily or weekly?
Choose the recurring schedule that fits your workflow when you create the automation.
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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