Create investor intake forms from Affinity
When an Affinity workflow flags information gaps, ask Notis to create a Byteforms form for collecting the missing details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create form
Creates a new form.
Why this helps
Prospect details arrive across conversations, leaving founders to build intake forms by hand and chase the same missing information.
- Turn a deal's information gaps into a reusable intake form.
- Reduce manual setup and follow-up for investor prospects.
- Keep the form creation request tied to the Affinity context you provide.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Byteforms once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to create a Byteforms form for investor prospect details based on the information in the incoming request.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real Affinity prospect example and review the created form.
Questions about this workflow
Does Affinity automatically trigger this workflow?
No. Affinity has no listed trigger events here. A Notis webhook starts the automation, and the request can include Affinity deal context.
Can Notis decide what questions the form needs?
You can instruct Notis to draft a form from details supplied in the request. Include the intended purpose and required information so the form reflects your needs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Byteforms. A trigger fires from one place; an action lands in another.
Affinity triggers
Byteforms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create form
Creates a new form.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Permanently deletes a form.
Get all forms
Lists all forms created by the authenticated user.
Get Form By ID
Retrieves details about a specific form.
Get Form Responses
Retrieves responses submitted to a form.
Connect any two apps with Notis in the middle.
Affinity and Byteforms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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