Review Connecteam smart groups during investor planning
See the existing team group structure when an investor plan needs coordinated support.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Smart Groups
Retrieve the smart groups associated with the account.
Why this helps
A founder may need to coordinate a team quickly but forget which smart groups already exist.
- Retrieve available smart groups at a planning milestone.
- Get a concise summary to support coordination decisions.
- Avoid a separate manual search when focus is on the deal.
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 enter a name and prompt.
- 3Tell Notis to retrieve Connecteam smart groups when you send a webhook for an investor planning milestone.
- 4Select the webhook trigger and choose a report destination.
- 5Test with one real planning example and review the group summary.
Questions about this workflow
Does this add users to a smart group?
No. It lists smart groups for review and does not change group membership.
Will Notis identify the relevant deal milestone inside Affinity?
No. Send a Notis webhook when the milestone occurs; Affinity triggers are not provided.
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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