Hand off investor and partner relationships clearly
Make the relationship context easy to pick up when someone else needs to move it forward.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Page
Creates a new page in a space.
Why this helps
A handoff can stall when the next person cannot quickly find the relationship history or current ask.
- Keep relevant contact context together for the next owner.
- Separate confirmed facts from open questions.
- Make the next action easy to find.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Contact Handoff Page.
- 3Tell Notis to use the submitted handoff details and available Affinity contact information to create a Confluence page with relationship context, current status, unresolved questions, and next action.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact handoff and verify that the page is clear to its recipient.
Questions about this workflow
Does this assign an owner in Affinity?
No. It creates a Confluence handoff page and can include an owner provided in the submitted details.
Can Notis infer who owns the relationship?
It should use an owner only when that information is present in the available data or request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Confluence. A trigger fires from one place; an action lands in another.
Affinity triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Adds labels to a page or blog post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CQL Search
Searches Confluence content using advanced queries.
Create Blogpost
Creates a new blog post in a space.
Create Blogpost Property
Adds custom metadata to a blog post.
Create Whiteboard Property
Adds custom metadata to a whiteboard.
Create Page
Creates a new page in a space.
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Create Page Property
Adds custom metadata to a page.
Connect any two apps with Notis in the middle.
Affinity and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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