Acknowledge deal milestones while they are fresh
Mark a meaningful step with a short, timely thank-you, without adding another manual reminder to your week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send SMS Messages
Sends one or more SMS messages to recipients.
Why this helps
Small moments of appreciation are easy to miss while managing several deals at once.
- Make timely appreciation easier to remember.
- Use deal context to keep the message specific.
- Reduce the overhead of routine relationship care.
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 review available recent milestone context and send a brief thank-you only when the contact and milestone are clear.
- 4Choose a schedule and select where run reports should go.
- 5Test with one real milestone and verify the message and recipient.
Questions about this workflow
Can Affinity identify recent milestones?
Only if the relevant milestone and timing are available in the data Notis can access. Verify this with a real record.
What happens when the contact is unclear?
Instruct Notis to skip the SMS and report the missing contact instead of guessing.
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.
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Sends an account activation token for verification.
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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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