Find a time for the portfolio company review
Move a portfolio conversation forward with a quick availability check informed by the relationship context you already have.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Check calendar availability
Checks a calendar's free and busy times without revealing event details.
Why this helps
Coordinating portfolio support can stall when you need to switch apps just to find a window for a conversation.
- Check calendar availability for a specific portfolio conversation.
- Keep calendar event details private.
- Reduce time spent switching between deal context and scheduling.
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 check availability for the requested portfolio company review using the calendar and time range in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real review request and an accessible calendar.
Questions about this workflow
Does this book time with the portfolio company?
No. It checks free and busy availability. Booking must be handled separately.
Can it read Affinity company notes automatically?
Affinity has no listed trigger events here. Provide the relevant relationship context in the webhook request.
Does it expose event details?
The action is designed to return availability without revealing event details, though granularity can vary.
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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