Prepare relationship follow-up in Close
Bring the relevant Affinity context into a Close email draft, then review the wording before anything is sent.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Email
Why this helps
Writing a thoughtful follow-up from scattered relationship context takes time and attention.
- Start from context included in the request
- Keep the email unsent for human review
- Reduce the effort of composing a first draft
Setup
Build it in a few focused steps.
- 1Connect Affinity and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to create a draft-mode Close email using the supplied relationship context, without sending it.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real relationship update and review the draft in Close.
Questions about this workflow
Will this send the email?
The instruction uses draft mode, which creates an unsent email activity. Scheduled and outbox modes can send externally, so do not use those for this workflow.
What relationship history can Notis use?
Only context included in the webhook request or otherwise returned by the connected apps is available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Close. A trigger fires from one place; an action lands in another.
Affinity triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Affinity and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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