Keep upcoming investor outreach on your task list
Let a scheduled check turn upcoming Affinity follow-ups into Clientary tasks you can act on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
Outreach dates can pass quietly when they live only in a pipeline or scattered notes.
- Surface outreach dates in the task system.
- Make upcoming investor follow-ups easier to see.
- Reduce the need to keep dates in working memory.
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 upcoming outreach review.
- 3Tell Notis to review available Affinity follow-up dates and create Clientary tasks for upcoming outreach with dates included.
- 4Choose the notis_cron trigger and set the report destination.
- 5Test with a real upcoming outreach example and confirm it creates an appropriately dated task if date input is supported.
Questions about this workflow
Where does Notis get the outreach dates?
From Affinity information made available to the automation or included in the request. A scheduled trigger does not create missing data.
Will it avoid duplicate tasks?
Tell Notis to check available task and outreach context before creating a task. If that context is unavailable, duplicate prevention cannot be guaranteed.
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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