Keep investor follow-ups moving from Affinity to Breeze
Turn the next investor touchpoint into a task your team can see and complete.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Creates a task card in a project.
Why this helps
Investor follow-ups are easy to lose between a deal record and the team's task list.
- Make the next touchpoint visible to the team.
- Preserve supplied context in the task.
- Reduce the chance of a promised follow-up slipping.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: When I send an Affinity investor follow-up, create a Breeze card with the contact context, owner, and due date I provide.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real follow-up and check the resulting card.
Questions about this workflow
Can Notis infer the due date or assignee?
Provide them in the request or specify a reliable rule and the needed data. Notis should not invent either.
Does this send an email to the investor?
No. This workflow creates a Breeze task; it does not perform investor outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Breeze. A trigger fires from one place; an action lands in another.
Affinity triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Affinity and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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