Keep upcoming investor meetings visible
Get a scheduled view of relevant Calendly meetings, then use the deal context to prepare for the conversations that matter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List events
Lists scheduled events.
Why this helps
Upcoming investor calls can be easy to overlook when meeting schedules and deal tracking live in separate places.
- Retrieve scheduled Calendly events for a specified user, organization, group, or invitee email scope.
- Create a recurring checkpoint for upcoming investor conversations.
- Use meeting details to focus preparation on active deal work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Calendly once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to list Calendly events for the relevant user or other supported scope and summarize meetings that need deal preparation.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review and confirm the event scope and summary are useful.
Questions about this workflow
Can the action list every event without a scope?
No. The Calendly list-events action requires a user, organization, group, or invitee email scope.
Does this workflow update Affinity?
This workflow retrieves and summarizes Calendly events. It does not update Affinity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Calendly. A trigger fires from one place; an action lands in another.
Affinity triggers
Calendly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel scheduled event
Permanently cancels an active scheduled event and notifies all invitees.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create event invitee (Deprecated)
Schedules a meeting for an invitee; this deprecated action requires a paid plan.
Create One-Off Event Type
Creates a temporary event type for a one-off meeting.
Create Event Type
Creates a one-on-one meeting type for scheduling.
Create scheduling link
Creates a scheduling link that becomes inactive after its booking limit is reached.
Create share
Creates a one-time share link with custom settings for an event type.
Create single use scheduling link
Creates a single-use scheduling link that expires after one booking.
Create webhook subscription
Creates a subscription for event notifications.
Connect any two apps with Notis in the middle.
Affinity and Calendly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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