See an investor's portfolio before the conversation
Bring portfolio research into your Affinity workflow and review the returned holdings and available performance details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Fetch investor portfolio data
Finds companies whose investor list includes a specified investor and returns funding summaries.
Why this helps
Investor conversations are harder to prepare when portfolio context requires a separate, easy-to-forget research task.
- Bring portfolio context into preparation
- Review returned holdings and available metrics
- Reduce last-minute research
Setup
Build it in a few focused steps.
- 1Connect Affinity and Crustdata once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve portfolio data for the investor identified in each incoming request and summarize relevant returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real investor request.
Questions about this workflow
What does the portfolio lookup include?
Crustdata describes this action as returning investor portfolio data, including holdings, performance metrics, and other available data points.
Can it determine portfolio fit without my criteria?
Provide any fit criteria you want Notis to use. Returned data alone does not establish your investment thesis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Crustdata. A trigger fires from one place; an action lands in another.
Affinity triggers
Crustdata actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Affinity and Crustdata, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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