Move investor outreach from Affinity to a meeting
Keep the next step close to the deal. Send an Affinity investor and outreach context to CalendarHero to coordinate a meeting.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Assistant Message
Sends your message to the assistant for calendar-related tasks.
Why this helps
Investor outreach can stall when scheduling requires switching tools and re-entering context.
- Carry deal context into meeting coordination
- Reduce manual calendar follow-up
- Keep outreach moving from one workflow
Setup
Build it in a few focused steps.
- 1Connect Affinity and CalendarHero once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis: use the Affinity investor and deal context I provide to ask CalendarHero to coordinate an outreach meeting; request missing participant or timing details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real investor outreach example.
Questions about this workflow
Does Affinity start this automatically when a deal changes?
Affinity has no listed trigger events here. This workflow starts when a webhook request is sent to Notis.
Will CalendarHero schedule without confirming details?
The instruction asks CalendarHero to coordinate the meeting and request missing participant or timing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Calendarhero. A trigger fires from one place; an action lands in another.
Affinity triggers
Calendarhero actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Calendar Connection
Adds a calendar connection to organize meeting types.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact.
Create Meeting Request V2
Creates a meeting request with participants and scheduling details.
Fetch Contact
Retrieves a contact.
Create Webhook
Creates or updates a webhook to receive event notifications.
Fetch Meeting Details
Fetches meeting details for a specified time period.
Delete Contact
Permanently deletes a contact.
Fetch User Profile
Fetches the authenticated user's profile details.
Connect any two apps with Notis in the middle.
Affinity and Calendarhero, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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