Check Investor Contact Numbers Before You Reach Out
Get a quick reputation check on investor contact numbers in your active Affinity pipeline, so you can approach outreach with more context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Phone Number Information
Retrieves phone number details, including reputation, business, and carrier information.
Why this helps
Investor research and outreach already involve enough context switching without manually checking every contact number.
- Review active investor contacts on a regular schedule.
- See phone reputation and carrier details alongside Affinity contact context.
- Surface numbers that need a closer look before outreach.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Callerapi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review active investor contacts in Affinity and use Callerapi to retrieve information for each available phone number in E.164 format.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real Affinity contact that has a phone number in E.164 format.
Questions about this workflow
What phone number format should the contact use?
Use E.164 format, such as +14155550123, for Callerapi's phone number information lookup.
Does this verify that a number belongs to the person?
The lookup returns available number information, including reputation, business, and carrier details. It does not establish that the number belongs to a specific Affinity contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Callerapi. A trigger fires from one place; an action lands in another.
Affinity triggers
Callerapi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Phone Number Information
Retrieves phone number details, including reputation, business, and carrier information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Dispatch Reports Manually
Manually sends today’s spam complaint reports by webhook; enterprise accounts only.
Get User Information
Retrieves the authenticated user's profile and credit usage.
List Webhook Subscriptions
Retrieves all configured webhook subscriptions for daily spam reports; enterprise accounts only.
Subscribe to Daily Spam Reports
Subscribes to daily spam report webhooks; enterprise accounts only.
Test Webhook
Sends a sample webhook payload to test an endpoint; enterprise accounts only.
Unsubscribe from Daily Reports
Stops daily spam report webhooks for a specified URL; enterprise accounts only.
Connect any two apps with Notis in the middle.
Affinity and Callerapi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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