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Notis

Keep investor follow-up moving from Affinity to Botpress

When an Affinity update calls for a follow-up, have Notis send the next message through the matching Botpress conversation.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

BOTPRESS_SEND_MESSAGE

Sends a message to a user in an existing conversation.

Why this helps

A relationship update in Affinity can be easy to miss when the conversation itself lives in Botpress.

  • Bring an Affinity update into an existing Botpress conversation.
  • Reduce copy-and-paste between CRM and chatbot tools.
  • Keep the follow-up prompt tied to a concrete pipeline event.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Botpress once in the Notis portal.
  • 2Create an automation and describe which Affinity update should prompt a Botpress message.
  • 3Pick the Notis webhook trigger and arrange for Affinity to send the relevant update as an HTTP request.
  • 4Choose a report channel for run results.
  • 5Test with one real lead and verify the intended existing Botpress conversation receives the message.

Questions about this workflow

Does this create a conversation?

No. This action sends a message to an existing Botpress conversation, so the prompt or supplied data must identify the right conversation.

Can it send a message for any Affinity change?

The workflow can respond to the Affinity event you arrange to send to the Notis webhook. Affinity trigger events are not listed in this package.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Botpress. A trigger fires from one place; an action lands in another.

Affinity triggers

Botpress actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete File

Permanently deletes a file from a bot’s storage; this cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Break Down Workspace Usage By Bot

Breaks down workspace usage by bot, including invocations, storage, and AI spending.

ActionInstant

Get Account

Retrieves details of the authenticated account.

ActionInstant

BOTPRESS_CHARGE_WORKSPACE_UNPAID_INVOICES

Charges unpaid invoices for a workspace and returns which payments succeeded or failed.

ActionInstant

LIST_BOT_ISSUES

Lists issues associated with a bot.

ActionInstant

Check Handle Availability

Checks whether a workspace handle is available and suggests alternatives if it is taken.

ActionInstant

LIST_CONVERSATIONS

Lists conversations so you can retrieve chat threads.

ActionInstant

BOTPRESS_CREATE_ADMIN_INTEGRATION

Creates an integration in a workspace.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Botpress, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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