Restart quiet investor conversations with a useful reason
Make it easier to reopen a conversation with a short message grounded in what you already know.
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 quiet conversation can fade from view, and restarting it later takes extra effort and context rebuilding.
- Bring quiet conversations back into focus.
- Use known context to make outreach purposeful.
- Skip contacts where the reason to reach out is unclear.
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 quiet conversations and to send only when a relevant reason for contact is available.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real conversation and review why Notis chose to send.
Questions about this workflow
Can Notis tell how long a conversation has been quiet?
Only if the relevant interaction dates or history are available through Affinity. Supply a rule or data if they are not.
Will it message every quiet contact?
Instruct Notis to skip contacts without a relevant reason to reach out and report uncertain cases.
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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