Find the scheduler details you need for investor meeting planning
Pull scheduler information into a Notis report when investor meeting coordination becomes timely.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Schedulers
Retrieve the job schedulers associated with the account.
Why this helps
Meeting planning can stall when you have to leave deal context to find the right scheduling information.
- Retrieve scheduler information at a relevant meeting milestone.
- Summarize the result for a quick planning review.
- Avoid a separate manual search during deal coordination.
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 supply a name and prompt.
- 3Tell Notis to retrieve Connecteam schedulers when you send a webhook for an investor meeting planning milestone.
- 4Select the webhook trigger and choose where run reports should go.
- 5Test with one real meeting planning example.
Questions about this workflow
Does this schedule the investor meeting?
No. It lists Connecteam schedulers for review. It does not create or modify calendar events or shifts.
How is the deal milestone detected?
Use a Notis webhook at the point you choose. No Affinity integration trigger is listed.
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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