Review operational jobs before investor outreach moves ahead
Bring job information into view at the moment investor outreach needs coordination.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Why this helps
Outreach can require operational follow-through, but the team job context may be buried in another app.
- Check Connecteam jobs at an outreach milestone.
- Review a Notis summary before deciding on follow-up.
- Keep operational details alongside the outreach moment.
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 add its name and prompt.
- 3Tell Notis to retrieve Connecteam jobs when you send a webhook for an investor outreach milestone and summarize relevant results.
- 4Choose the webhook trigger and a report destination.
- 5Test with one real outreach planning example.
Questions about this workflow
Does this send investor outreach?
No. It retrieves Connecteam jobs for review and does not send messages.
Does Affinity trigger the automation by itself?
No. Start it with a Notis webhook because no Affinity event trigger is 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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