Find the right question category for investor onboarding
Bring the category list into an onboarding moment so the next assessment decision takes less searching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Question Categories
Lists question categories and their subcategories.
Why this helps
Choosing a relevant question category can require leaving the deal workflow and manually scanning the assessment bank.
- Retrieve the available Classmarker question category hierarchy
- Make category review part of an onboarding checkpoint
- Keep the final category choice with the user
Setup
Build it in a few focused steps.
- 1Connect Affinity and Classmarker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Classmarker question categories when an investor onboarding update arrives, then summarize relevant choices using context included in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real onboarding update and confirm the category list supports the decision.
Questions about this workflow
Does this create a category or question?
No. It only retrieves existing question categories for review.
What onboarding details are available to Notis?
Only include the relevant context in the webhook request or prompt. The workflow should not assume extra Affinity fields are supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Classmarker. A trigger fires from one place; an action lands in another.
Affinity triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Adds access codes to an access list to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Creates a new question category.
Create Group
Creates a group to organize users.
Create Question
Creates a question.
Create ClassMarker User
Creates a new user.
Delete Access List Item
Removes access codes from an access list.
Delete API Key
Immediately revokes an API key by deleting it.
Delete Group
Deletes a group.
Connect any two apps with Notis in the middle.
Affinity and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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