Put the portfolio support call on the schedule
When a portfolio company needs a conversation, register the call event in Cal from the relationship workflow context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create phone call event
Schedules a phone call event without placing an actual call.
Why this helps
Support conversations can be delayed when the relationship owner has to move from the portfolio record into a separate scheduling setup.
- Register a call event from a relationship workflow request.
- Reuse valid existing Cal scheduling entities.
- Keep portfolio support planning tied to its context.
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 register a Cal phone call event from the request using the existing event type, organization and team IDs.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real portfolio support request and valid Cal IDs.
Questions about this workflow
Does the event initiate a phone call?
No. It registers event details in Cal and does not initiate the call.
Can it create missing event types or teams?
No. The action requires existing event type, organization and team IDs that are valid and accessible.
How does it start?
A Notis webhook request starts it. Affinity has no listed trigger events in this package.
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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