Review investor context before outreach
Check what Affinity already records about a contact before you decide what to send.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Why this helps
Outreach can be awkward or repetitive when prior context is scattered across contact and deal records.
- Review related deal context alongside contact information.
- Spot recorded prior outreach before drafting a message.
- Keep the decision and actual outreach under your control.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cloudlayer once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to retrieve the requested investor's available contact, deal, and outreach context and create a review PDF.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact and verify the records and history included.
Questions about this workflow
Does this send outreach?
No. It creates a review packet only.
Can it tell me whether a contact was already approached?
It can report outreach history that is recorded and returned from Affinity. Missing history cannot be inferred.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cloudlayer. A trigger fires from one place; an action lands in another.
Affinity triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Affinity and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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