Keep portfolio commitments from falling through
Turn a promise from a portfolio conversation into owned work with the context attached.
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
Small commitments made in investor or portfolio conversations can disappear after the meeting.
- Keep commitments visible beyond the conversation.
- Capture the wording and context you provide.
- Make ownership and timing explicit when known.
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 a portfolio commitment recorded in Affinity, create a Breeze card with the commitment, owner, due date, and context I include.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real commitment and confirm the card is accurate.
Questions about this workflow
Does this workflow send reminders to the portfolio company?
No. It creates an internal Breeze task. Any external message must be handled separately.
Can it create a card without a due date?
Yes, if your instruction allows cards without a date. Do not ask Notis to invent one.
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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No card. Works with personal or business Breeze.