Send relevant investor event invitations by text
Reach the right contact with a short invitation that includes the event details they need to decide.
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
Inviting investors one by one takes time, and generic messages are easy to send without enough context.
- Personalize invitations with available contact context.
- Include event details supplied by you or available to Notis.
- Avoid rebuilding the message for every contact.
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 invite the selected contact by SMS and provide any event details not stored in Affinity.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real contact and verify the invitation details and recipient.
Questions about this workflow
Can Affinity supply the event date and location?
Only if those details are available in the returned Affinity data. Otherwise include them in your instruction or trigger request.
Can this send to a whole list?
This workflow sends an individual SMS. For bulk campaigns, use an appropriate ClickSend contact list and include any required opt-out language.
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.
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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Calculate SMS Campaign Price
Estimates the cost of an SMS campaign before sending.
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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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