Bring a colleague into the investor conversation
When an investor conversation needs a second person, update the existing booking directly from a clear workflow request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add attendee
Adds a new attendee to an existing booking.
Why this helps
A colleague can be left out of an important investor conversation when the relationship owner has to remember a separate booking update.
- Add an additional participant to an existing investor booking.
- Keep the change tied to relationship context.
- Avoid manually reopening the meeting to edit attendees.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add the requested colleague to the existing Cal booking named in the webhook request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real investor booking and the colleague who should join.
Questions about this workflow
Does this create an investor meeting?
No. It adds an attendee to an existing booking.
What should I include in the request?
Provide the booking context and the colleague to add so Notis can identify the intended change.
Can I add an external investor?
This action adds an additional participant. Describe the intended participant clearly and review the result after the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cal. A trigger fires from one place; an action lands in another.
Affinity triggers
Cal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add member to team
Adds a new member to a team.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add attendee
Adds a new attendee to an existing booking.
Add organization attribute option
Adds a new choice to an organization's single- or multiple-choice attribute.
Delete oauth client webhook
Permanently deletes a webhook for an OAuth client, stopping its event notifications.
Cancel booking via uid
Cancels an active booking using its unique identifier.
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Check gcal synchronization status
Checks the connection and sync status of a user's calendar integration.
Check ics feed calendar endpoint
Checks whether a calendar feed is accessible and contains valid calendar data.
Connect any two apps with Notis in the middle.
Affinity and Cal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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