Turn an investor outreach brief into a ready-to-share form
Send an Affinity outreach brief to Notis and get a Cabinpanda form shaped around the introduction details you need.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Form
Creates a form from a template.
Why this helps
Building an intake form from scratch adds another task before you can follow up on promising investor introductions.
- Create a consistent place to collect warm investor introductions.
- Reduce time spent turning outreach requirements into form fields.
- Keep intake details aligned with the supplied Affinity brief.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cabinpanda once in the Notis portal.
- 2Create an automation and describe how an Affinity outreach brief should become a Cabinpanda introduction form.
- 3Pick the Notis webhook trigger and send the brief as its request.
- 4Choose where run reports should go.
- 5Test with one real outreach brief and review the created form.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Include the Affinity outreach brief in the request.
Does it send investor outreach?
No. It creates a Cabinpanda form for collecting introductions. Sending outreach is outside the listed Cabinpanda actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cabinpanda. A trigger fires from one place; an action lands in another.
Affinity triggers
Cabinpanda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Creates a form from a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Form
Irreversibly deletes a form.
Delete Integration
Deletes an integration configuration from a form.
Get Form Details
Retrieves details about a specific form.
Get Integration Details
Retrieves detailed information about a specific integration.
Get Profile
Retrieves the authenticated user's profile, account details, workspace information, and usage statistics.
List Forms
Lists all forms associated with the account.
List Integrations
Lists all integrations associated with the account.
Connect any two apps with Notis in the middle.
Affinity and Cabinpanda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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