Review outreach delivery with pipeline context
Bring delivery metrics beside a scheduled Affinity pipeline review so recent outreach has more context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Why this helps
Pipeline reviews show deal movement but leave founders guessing whether outreach reached people.
- Review delivery without switching manually
- Add outreach context to pipeline review
- Spot periods that need follow-up
Setup
Build it in a few focused steps.
- 1Connect Affinity and Customer.io once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review specified Affinity pipeline activity and retrieve Customer.io message delivery metrics for the same period.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real review period and inspect the run report.
Questions about this workflow
Does this send a report email?
It retrieves Customer.io message data for the run report. Choose a report channel in Notis to receive run results.
Can it attribute a delivered message to a specific deal?
Only if the available message data and Affinity context support that match. Otherwise the report should present the information separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Customerio. A trigger fires from one place; an action lands in another.
Affinity triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Permanently deletes a customer profile and prevents it from being added again; this action is irreversible.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Group
Adds a person to a group, linking them to an organization, account, or project.
Get Integrations
Lists the integrations configured in your workspace.
Create Profile Alias
Merges one profile into another, moving its data to the canonical profile.
Get Messages
Retrieves messages sent from your workspace and their delivery metrics.
Get Segment Details
Retrieves details about a specific segment.
Get Segment Membership
Retrieves the people in a specific segment.
Get Segments
Lists the segments in your workspace.
Connect any two apps with Notis in the middle.
Affinity and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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