Review Contact Engagement With Affinity Context
Ask Notis to gather Botbaba contact interaction metrics on a schedule and relate them to available Affinity context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact Analytics
Retrieve contact interaction metrics aggregated from messages and tags.
Why this helps
Contact interaction signals and investor relationship context are split across tools, making review harder.
- Gather contact interaction metrics over a date range.
- Review metrics alongside related Affinity context available to Notis.
- Make recurring relationship reviews easier to prepare.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Botbaba once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Tell Notis the date range and Affinity context to include with Botbaba contact analytics.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and check the reported context.
Questions about this workflow
What does Botbaba contact analytics provide?
The action aggregates contact interaction metrics from messages and tags over a date range; it is not a dedicated contact analytics endpoint.
Will it infer relationship history that Affinity does not return?
No. The workflow can use only returned data. Supply any needed history or baseline that the apps do not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Botbaba. A trigger fires from one place; an action lands in another.
Affinity triggers
Botbaba actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Delete a conversation flow
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Connect any two apps with Notis in the middle.
Affinity and Botbaba, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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