Turn pipeline priorities into one clear follow-up
Start the week with a focused action from your pipeline instead of another long list to sort through.
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
A crowded pipeline makes it hard to decide who needs attention first and what to do next.
- Focus attention on a clear next action.
- Reduce time spent scanning the pipeline.
- Turn a priority into a concrete communication.
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 how to identify the priority contact and what clear next action to communicate, using available pipeline context.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real pipeline item and verify the selected priority and text.
Questions about this workflow
Can Notis rank my entire pipeline?
It can analyze returned Affinity data, but the criteria and relevant fields must be available or supplied in your instruction.
What if several contacts appear equally important?
Instruct Notis to report the ambiguity rather than choosing arbitrarily or sending multiple messages.
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.