Keep funding activity visible across your pipeline
Have Notis revisit funding milestone data for your chosen companies and send a concise scheduled summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post funding milestone timeseries data
Retrieves time-based data about company funding milestones.
Why this helps
Funding events can change a company's context, but checking every pipeline company manually is easy to defer.
- Revisit funding events without manual reminders
- Focus on milestones across selected companies
- Get a concise scheduled report
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 which companies to review and how to summarize their returned funding milestone data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company before expanding the list.
Questions about this workflow
Will the schedule find changes since the last run?
The action retrieves funding milestone timeseries data. To identify changes, Notis needs comparable prior results or a baseline available in the workflow.
Can I choose the review cadence?
Yes. Select the recurring schedule when setting up the automation.
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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Enriches a person’s profile with additional information.
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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