Turn investor leads in Affinity into Botpress conversations
When an investor lead reaches your chosen point in Affinity, start a Botpress conversation so the next step does not get lost between tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
BOTPRESS_CREATE_CONVERSATION
Creates a new conversation thread; required tags depend on the integration.
Why this helps
Investor leads can sit while you switch between your relationship pipeline and Botpress to start follow-up.
- Start a conversation from an Affinity webhook request.
- Reduce manual handoffs between investor tracking and Botpress.
- Keep lead follow-up moving while you focus on other work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Botpress once in the Notis portal.
- 2Create an automation by naming it and describing the desired outcome in plain language.
- 3Pick the Notis webhook trigger and arrange for the relevant Affinity event to send an HTTP request to it.
- 4Choose where Notis should send run reports.
- 5Test the automation with one real investor lead and confirm Botpress created the conversation.
Questions about this workflow
Does Affinity provide a built-in trigger for this workflow?
No. Affinity has no listed trigger event here, so the workflow starts when an HTTP request reaches the Notis webhook.
What should the prompt specify?
Describe which incoming Affinity lead should start a conversation and what context Botpress should receive. Supply any details the webhook does not include.
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.
Delete File
Permanently deletes a file from a bot’s storage; this cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Break Down Workspace Usage By Bot
Breaks down workspace usage by bot, including invocations, storage, and AI spending.
Get Account
Retrieves details of the authenticated account.
BOTPRESS_CHARGE_WORKSPACE_UNPAID_INVOICES
Charges unpaid invoices for a workspace and returns which payments succeeded or failed.
LIST_BOT_ISSUES
Lists issues associated with a bot.
Check Handle Availability
Checks whether a workspace handle is available and suggests alternatives if it is taken.
LIST_CONVERSATIONS
Lists conversations so you can retrieve chat threads.
BOTPRESS_CREATE_ADMIN_INTEGRATION
Creates an integration in a workspace.
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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