Keep investor diligence requests moving
Give each diligence request a visible owner action so it does not disappear into deal notes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Diligence requests can involve several details and deadlines that are easy to lose across conversations.
- Turn a diligence request into a tracked action.
- Keep the request context with the task.
- Make supplied deadlines easier to see.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, for diligence request tracking.
- 3Tell Notis to create a Clientary task from each diligence handoff using the request, deadline, and other supplied context.
- 4Choose the notis_webhook trigger and choose where reports go.
- 5Test with one real diligence request and confirm the task reflects its details.
Questions about this workflow
Will Notis create a deadline if none was supplied?
No. Include a deadline or ask Notis to create the task without one and report that timing is missing.
Can it mark a diligence item complete in Affinity?
This package uses the Clientary task creation action only. It does not update Affinity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clientary. A trigger fires from one place; an action lands in another.
Affinity triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Affinity and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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