Send a reminder for the right investor meeting
When an investor meeting is confirmed, send a reminder through CalendarHero with confidence about which task it belongs to.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Reminder
Sends an email reminder to participants about a scheduled meeting.
Why this helps
Remembering to send meeting reminders adds another follow-up task to an already busy day.
- Reduce manual reminder follow-up
- Tie the reminder to a confirmed meeting task
- Keep investor coordination moving
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: for the confirmed investor meeting task I provide, verify the task id and participant using CalendarHero and Affinity context, then send a reminder; ask me if the match is unclear.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real meeting task after confirming it is appropriate to remind the contact.
Questions about this workflow
Will it send reminders for every Affinity deal?
No. The workflow starts from a webhook request and requires a confirmed CalendarHero meeting task.
What if the meeting task is ambiguous?
The instruction asks Notis to ask before sending a reminder when the task or participant match is unclear.
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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