Connect Affinity to Certifier
When something happens in Affinity, Notis takes the next step in Certifier. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Affinity to Certifier
Issue a Credential for an Investor Milestone
When an Affinity deal reaches a milestone, create and send a Certifier credential if the credential group and recipient details are provided.
Send a Credential After a Founder Introduction
Use an Affinity introduction context to create and send a thank-you credential when the recipient and Certifier group are specified.
Recognize Portfolio Company Support
Create and send a Certifier credential when an Affinity-backed request identifies a portfolio support contribution, recipient, and group.
Issue Investor Event Attendance Credentials
Create and send attendance credentials from an Affinity event or relationship context when group and recipient details are supplied.
Recognize Diligence Contributors
Create and send a credential for a diligence contribution described in an Affinity webhook request, when the recipient and group are ready.
Review Investor Credential Status
On a schedule, search Certifier credentials using supplied investor criteria and summarize relevant results alongside Affinity context.
Audit Credentials for Affinity Relationships
On a schedule, list Certifier credentials and summarize the returned inventory for relationship follow-up using supplied Affinity context.
Review Credential Engagement for Investor Follow-up
On a schedule, retrieve interactions for a specified credential and summarize events that may merit Affinity follow-up.
Review Certifier Groups Before Issuance
On a schedule, list Certifier groups and summarize available options for upcoming Affinity-related credential requests.
Supported Triggers and Actions
Notis builds workflows that link Affinity to Certifier. A trigger fires from one place; an action lands in another.
Affinity triggers
Certifier actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Send a Credential
Sends a published credential by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create, issue, and send credential
Creates, issues, and sends a credential in one action.
List Attributes
List available credential attributes.
List Credential Interactions
Lists interaction events for a specific credential.
List Credentials
Lists credentials.
List Designs
Lists certificate and badge designs.
List Groups
Lists groups.
List Email Templates
List email templates available for credential delivery.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Affinity and Certifier
Connect any two apps with Notis in the middle.
Affinity and Certifier, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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