Find the right Connecteam teammates for an investor meeting
Turn an investor meeting cue into a fast team lookup, without interrupting your deal workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Users
Retrieve the users associated with the account.
Why this helps
The deal context is in Affinity, while the people who need a briefing are in Connecteam. Switching apps and remembering who to loop in creates extra work.
- Look up Connecteam users when a deal reaches a meeting milestone.
- Reduce manual app switching during investor preparation.
- Review the returned roster before deciding who to brief.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve Connecteam users when you send a webhook for an Affinity investor meeting, then summarize the roster for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal example and review the returned users.
Questions about this workflow
Does Affinity provide a native trigger for this automation?
No. Start it with a Notis webhook when your Affinity deal reaches the investor meeting point you want to track.
Will this automatically assign staff to the meeting?
No. This workflow retrieves users for review. It does not create shifts, assign users, or send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Connecteam. A trigger fires from one place; an action lands in another.
Affinity triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Affinity and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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