Follow up on investor introductions by SMS
Turn a new investor introduction into a timely, personal text without losing the context in your CRM.
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
Investor introductions can sit untouched while you switch between your deal pipeline and messaging tools.
- Follow up while an introduction is still fresh.
- Keep the message focused on the relevant deal or contact.
- Reduce manual copying between Affinity and ClickSend.
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 give it a name.
- 3Tell Notis to send a concise, personalized SMS using the introduction context and a clear next step.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real introduction and review the SMS before relying on it.
Questions about this workflow
Does Affinity provide a trigger event for this workflow?
No. Start it with a Notis webhook when your process is ready to handle a new introduction.
Can the SMS include details from Affinity?
Notis can use details returned from Affinity. Specify which context matters in your instruction, and test that it is available.
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
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