Keep agreed deal next steps moving
When a next step is ready for a nudge, let Notis draft and send a focused text from the deal context.
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
Agreed follow-ups are easy to lose among open deals, inboxes, and daily context switching.
- Bring a stalled next step back into view.
- Use the deal context to make the reminder relevant.
- Save time composing routine follow-up texts.
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 polite SMS about the agreed next step, using only available deal context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and confirm the next step and recipient are correct.
Questions about this workflow
Does this detect overdue next steps automatically?
No Affinity trigger events are listed. Start the automation with a webhook when your process determines a nudge is due.
What if the next step is missing?
Tell Notis to skip sending and report what context is missing, rather than inventing a commitment.
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.
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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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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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