Make Affinity follow-ups visible as Clientary tasks
Give each important investor follow-up a clear home in your task list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
A follow-up can be agreed in a deal conversation and then disappear from the day-to-day task queue.
- Turn an outreach commitment into a task.
- Keep the deal context with the next action.
- Reduce reliance on memory for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Clientary task using the follow-up instruction and context in the incoming request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real follow-up request and check the task title and context.
Questions about this workflow
Can Notis infer the follow-up date?
Only if the request or your instruction provides a date. Otherwise ask Notis to create the task without inventing a deadline or report that one is needed.
How is the workflow triggered?
An HTTP request to the notis_webhook starts it. Affinity does not have a listed native trigger event here.
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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