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Notis

Move investor leads from Affinity into a Callpage callback

Give promising investor conversations a clear next step without copying contact details between tools.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Widget Call or Schedule

Places a call immediately or schedules one for the first available time slot.

Why this helps

A promising contact can lose momentum while you switch apps to arrange a call.

  • Request a callback from the contact details supplied in the webhook.
  • Keep outreach moving without manually re-entering lead information.
  • Use the timing and widget details included in the incoming request.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Callpage once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3In one instruction, ask Notis to request a Callpage callback for an Affinity contact when the webhook indicates the lead is ready, using the supplied contact, widget, and timing details.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real example that includes the required Callpage widget and contact details.

Questions about this workflow

What starts this automation?

An HTTP request to the Notis webhook starts it. Include a clear indication that the Affinity contact is ready for a callback.

Does Affinity provide a trigger event for this workflow?

No Affinity trigger events are listed here. The workflow uses a Notis webhook, and the request must supply the contact and callback details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Callpage. A trigger fires from one place; an action lands in another.

Affinity triggers

Callpage actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get All Managers

Retrieves the managers assigned to a widget.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Users to Widget

Adds users as widget managers or updates an existing user-widget assignment.

ActionInstant

Get All SMS Messages

Retrieves all default and custom SMS messages for a widget.

ActionInstant

Create SMS Message

Creates custom SMS messages for widget call events.

ActionInstant

Get All Users

Retrieves the users in your account.

ActionInstant

Create User

Creates a new admin or manager user in the account.

ActionInstant

Get All Widgets

Retrieves the widgets in your account.

ActionInstant

Delete Manager

Deletes a manager’s assignment to a widget after both IDs are verified.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Callpage, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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