Confirm deal meetings without another manual follow-up
Give the other person the time and context they need, straight from the deal record you are already maintaining.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
Meeting details can be scattered across a deal record and messages, making simple confirmations easy to postpone.
- Send confirmations from the relevant Affinity context.
- Keep the message short and easy to scan.
- Avoid rewriting meeting details by hand.
Setup
Build it in a few focused steps.
- 1Connect Affinity and ClickSend once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to send a brief meeting confirmation using available deal and contact context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real meeting record and check the date, time, and recipient.
Questions about this workflow
Will Notis know the meeting time?
Only if the time is available in the Affinity data it can access. Check this with a real example before use.
Can I trigger this from a meeting being scheduled?
Affinity trigger events are not listed here. Use a Notis webhook when your process is ready to start the confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to ClickSend. A trigger fires from one place; an action lands in another.
Affinity triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Account Usage by Subaccount
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Verify New Account
Verify a new account with its activation token.
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Creates a rule that triggers an action when a fax is delivered.
Connect any two apps with Notis in the middle.
Affinity and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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