Share timely deal updates by text
Turn a deal update into a concise message that is easy to send and easy to understand.
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
Updating a contact can mean reopening a record, finding the latest context, and composing another message from scratch.
- Summarize the update in a short message.
- Keep deal context close to the communication.
- Reduce repeated manual status updates.
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 what deal update to share and which context to use; supply any information not in Affinity.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real update and review the message for accuracy.
Questions about this workflow
Will Notis know what changed in a deal?
Only if the change is included in the data Notis receives. Provide the update in the webhook request if Affinity does not return it.
Can Notis avoid sending when the update is unclear?
Yes. Instruct it to skip the SMS and report missing or ambiguous details.
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
Retrieves monthly account usage statistics grouped by subaccount.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Send Account Activation Token
Sends an account activation token for verification.
Verify New Account
Verify a new account with its activation token.
Calculate Post Letter Price
Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
Create Email Delivery Receipt Automation
Creates a rule that triggers actions when email delivery receipts arrive.
Create Inbound Fax Automation
Creates a rule for automating actions when faxes arrive.
Create Fax Delivery Receipt Automation
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ClickSend.