Get call recap links to investors promptly
Share the recap while the conversation is fresh, with one clear link and a short note.
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
A finished recap can sit unsent while you move between notes, CRM records, and messaging tools.
- Share a recap link with less manual handling.
- Keep the text short and easy to act on.
- Use relevant contact context where available.
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 the supplied recap link with a short note using available Affinity context.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real recap and verify the recipient and link.
Questions about this workflow
Will Notis create the recap link?
This workflow sends a link that is supplied in the webhook request or available context. It does not create the recap itself.
What if the link is missing?
Tell Notis to skip sending and report the missing link.
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.