Keep investor updates easy to find
Send a relevant Affinity update to Notis and keep a concise, searchable record in Chatbotkit.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset Record
Adds a text record to a dataset for bot knowledge retrieval.
Why this helps
Important investor context can get buried across pipeline notes and scattered follow-up work.
- Preserve important investor context in one dataset
- Create concise records from supplied updates
- Make useful context available to connected bots
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chatbotkit once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to summarize the Affinity update in the incoming request and create a Chatbotkit dataset record with the investor context and date supplied.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real update and confirm the destination dataset record.
Questions about this workflow
Does Affinity start this automatically?
Affinity exposes no trigger event in this setup. The Notis webhook starts when an HTTP request is sent to it; configure your existing process to send the update if available.
What if the request does not include a date?
Notis can record only the date available in the request or other accessible context. Include the date in the request if it matters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chatbotkit. A trigger fires from one place; an action lands in another.
Affinity triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Affinity and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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