Review investor forms before you prepare an application
Understand what a firm's public form asks for before gathering materials or drafting answers.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Execute Custom Function
Runs a custom browser automation script.
Why this helps
Finding form requirements late can create extra work and delay a thoughtful investor application.
- See the form's questions before drafting responses.
- Identify required materials early.
- Prepare without automatically submitting anything.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Browserless once in the Notis portal.
- 2Create an automation named Investor Outreach Form Preflight.
- 3Tell Notis to use the selected Affinity firm record to locate its public application form and report the questions, required fields, and stated supporting materials without submitting the form.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real firm form and verify the report reflects the current page.
Questions about this workflow
Will this submit an investor application?
No. This workflow inspects the form and reports its requirements. It does not authorize or request submission.
What if the form requires a login?
The scan can only inspect content available to the configured browser session. Provide access context separately if the form is not public.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Browserless. A trigger fires from one place; an action lands in another.
Affinity triggers
Browserless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Download file using Puppeteer script
Downloads files saved by Chrome during a browser automation script.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Custom Function
Runs a custom browser automation script.
Fetch HTML Content
Fetches a webpage’s complete HTML content, including dynamic content.
Generate PDF from webpage
Generates a PDF from a webpage.
Scrape webpage content using CSS selectors
Extracts structured content from selected webpage elements.
Take Screenshot
Captures a screenshot of a webpage.
Unblock Protected Content
Retrieves webpage content from sites protected against automated access.
Connect any two apps with Notis in the middle.
Affinity and Browserless, 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 Browserless.