Launch an investor outreach bot from Affinity context
When a team process signals outreach is ready, give it a dedicated BotStar bot and a clear starting brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Bot
Creates a new bot.
Why this helps
Investor outreach can stall when contact context and the right conversational starting point live in separate tools.
- Start a dedicated bot when an external system sends a webhook.
- Use relevant Affinity context to inform the bot's purpose.
- Reduce manual handoffs between deal research and bot setup.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use relevant Affinity contact or deal context to create a named BotStar bot for investor outreach.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and review the created bot.
Questions about this workflow
Does Affinity send the webhook?
Affinity has no trigger events listed here. A separate system must send an HTTP request to the Notis webhook trigger.
Will this send investor messages automatically?
No. It creates a bot in BotStar. Sending messages requires a supported action and a separate instruction or process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Botstar. A trigger fires from one place; an action lands in another.
Affinity triggers
Botstar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
BotStar LiveChat onClose Callback
Registers a callback that runs when the chat window closes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Bot
Creates a new bot.
Get BotStar Application IDs
Retrieves the application IDs used by the live chat widget.
Create Bot Attribute
Creates a bot attribute for shared, multilingual values.
Livechat boot
Reinitializes the live chat widget with updated data.
Create CMS Entity
Creates a content entity with optional custom fields.
Close BotStar Livechat Widget
Hides the live chat window.
Create Entity Fields
Adds fields to an existing content entity.
Connect any two apps with Notis in the middle.
Affinity and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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