Give quiet deals a weekly follow-up check
Let a weekly review surface deals that need a human nudge, then send a concise text when the next step is clear.
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 busy week can leave promising deals quiet until they are difficult to restart.
- Create a predictable follow-up rhythm.
- Focus messages on deals with a clear next step.
- Reduce the mental load of tracking quiet conversations.
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 deal context and text only contacts with a clear, due next step.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real deal and confirm the schedule, message, and recipient.
Questions about this workflow
Can Notis determine which deals are stale?
Only if the Affinity data it can access includes suitable timing or status information. If not, provide a rule or date in the prompt and verify it.
Will it send a message for every open deal?
Tell Notis to send only when a follow-up is clearly due and skip ambiguous 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
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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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Verify a new account with its activation token.
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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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