Make investor outreach updates visible to your team
Surface a selected outreach update where your team coordinates member engagement and follow-through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
ChMeetings: Send Notification
Attempt to send a notification.
Why this helps
Outreach updates can remain buried in deal records when the people who coordinate follow-up work elsewhere.
- Reduce context switching for outreach coordination
- Bring selected updates to team attention
- Keep notification content tied to retrieved context
Setup
Build it in a few focused steps.
- 1Connect Affinity and ChMeetings once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve the referenced Affinity outreach context and send a concise ChMeetings notification for the intended audience using only confirmed details.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real outreach update and verify the notification.
Questions about this workflow
Can it send an email or message through Affinity?
No. The target action is ChMeetings Send Notification. Affinity is used as the referenced source of context.
Can the notification go to a specific recipient?
Use a recipient or audience only if the available ChMeetings action supports it and the request provides it. Otherwise ask Notis to report the available behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chmeetings. A trigger fires from one place; an action lands in another.
Affinity triggers
Chmeetings actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Invite Meeting Attendee
Invite a new attendee to a meeting.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Attendee Details
Retrieve the details of a specific attendee.
ChMeetings: Create Meeting
Create and schedule a meeting.
ChMeetings: Create Organization
Create a new organization.
ChMeetings: Create Reminder
Create a reminder for a meeting.
Delete Meeting Attendee
Remove an attendee from a meeting.
List Meeting Attendees
List the attendees of a meeting.
ChMeetings: Delete Meeting
Permanently delete an existing meeting.
Connect any two apps with Notis in the middle.
Affinity and Chmeetings, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Chmeetings.