Prepare a Brevo investor update draft from Affinity context
Turn the deal context you provide into a reviewable campaign draft, with recipients and message content supplied in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email Campaign
Creates an email campaign as a draft, or schedules it when requested.
Why this helps
Preparing an investor update can mean rebuilding context and campaign details across tools, leaving less time for review.
- Gather campaign setup around supplied deal context.
- Keep the email in draft for review before sending.
- Surface missing content or recipient instructions in the run report.
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 name the investor-update drafting task.
- 3Tell Notis to use the supplied Affinity context, approved email content, and recipient instructions to create a Brevo campaign draft, and to flag any missing essentials.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real update and review the draft configuration in Brevo.
Questions about this workflow
Does this send the campaign to investors?
No. This action creates a campaign draft. Review the content and recipients in Brevo before choosing a send action.
Can Notis write an update from Affinity data alone?
The request should include approved messaging and recipient instructions. Notis can report gaps rather than inventing claims or audience details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Brevo.