Track investor introductions through a clear next action
Turn an introduction into a concrete task while the commitment is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Why this helps
Introductions can require timely replies, but the action often gets buried in deal notes or messages.
- Make introduction follow-up an explicit task.
- Preserve the context and next action from the handoff.
- Help prevent a promised introduction from being forgotten.
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 introduction follow-up.
- 3Tell Notis to create a Clientary task from each introduction request, using the supplied next action and context.
- 4Choose the notis_webhook trigger and select where run reports go.
- 5Test with one real introduction handoff and review the task.
Questions about this workflow
Does Notis send the introduction itself?
No. This workflow creates a Clientary task. It does not send messages or perform an introduction.
What should the handoff include?
Include the next action and any relevant names, context, or timing that the task should reflect.
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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