Move investor introductions from Affinity into Brevo
Send Notis an Affinity introduction and have it prepare the matching Brevo contact, without re-entering the details by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Why this helps
Investor introductions can get stranded between a deal record and the marketing list, while duplicate or unapproved contacts create cleanup work.
- Reduce duplicate entry when an introduction is ready for Brevo.
- Check for an existing contact before creating one.
- Keep consent and missing details visible for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brevo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to review the Affinity introduction in each request and create or update a Brevo contact only when the email and permission to contact are supplied.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real introduction and review the contact result.
Questions about this workflow
Does Affinity start this automatically when an introduction is added?
Affinity has no trigger event in this workflow package. A webhook request starts the automation, so arrange for the request to be sent when you want Notis to process an introduction.
Will Notis add a contact without an email or consent details?
The instruction can tell Notis to skip the write and report what is missing. Supply the permission status with the webhook request when it is needed for your process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brevo. A trigger fires from one place; an action lands in another.
Affinity triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
Add a new company to your CRM.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contacts to List
Adds existing contacts to a single list using one identifier type.
Create or Update Email Template
Create or update an email template.
Create SMS Campaign
Create an SMS campaign.
Create Contact
Creates a contact, or updates a matching contact when explicitly enabled.
Delete a company
Delete a company.
Create Contact List
Creates a contact list within a specified folder.
Delete Contact
Delete a contact.
Connect any two apps with Notis in the middle.
Affinity and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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