Move investor details from Affinity into Close
Send an investor record to Notis and keep your sales workspace up to date without re-entering the details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Lead
Creates a new lead in the sales pipeline.
Why this helps
Investor details can sit in Affinity while the next sales step happens in Close.
- Avoid retyping company and contact details
- Keep investor context close to sales follow-up
- Start with one explicit Affinity record
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.
- 3Tell Notis to create a Close lead from the company and contact details in the incoming Affinity record.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real investor record sent from Affinity.
Questions about this workflow
Does Affinity trigger this automatically?
Affinity has no listed trigger event here. A Notis webhook starts the automation when an HTTP request sends it the Affinity record.
What happens if contact details are missing?
Notis can use only the details in the request. Tell it to create the lead with the available information and omit missing details.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Close.