Close the loop when investor documents arrive
A quick receipt confirmation can reassure a contact and reduce the need for a separate manual reply.
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
Simple acknowledgements often get delayed when document handling and deal work compete for attention.
- Acknowledge receipt promptly.
- Keep the confirmation concise and clear.
- Reduce repetitive manual replies.
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 acknowledge receipt by SMS using the supplied document context and avoid implying review is complete.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real receipt event and confirm the wording is accurate.
Questions about this workflow
Does Affinity provide a document received trigger?
No Affinity trigger events are listed. Start this workflow with a Notis webhook when your process records a receipt.
Can the text say the document was reviewed?
Only if review is confirmed in the available context. Instruct Notis to acknowledge receipt without overstating what happened.
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.
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Estimates the cost of sending physical letters without sending them.
Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
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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
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