Follow investor meetings with timely feedback
Capture investor feedback while the conversation is still fresh, without adding another follow-up task to your day.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Person
Creates or updates a person and schedules a survey email.
Why this helps
Meeting follow-up slips when notes, contact records, and survey tools live in separate places.
- Send a survey from the meeting follow-up workflow.
- Include available Affinity contact or meeting context for segmentation.
- Keep feedback collection consistent without manually switching apps.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Delighted once in Notis.
- 2Create an automation in Notis and describe the meeting follow-up outcome in one instruction.
- 3Choose a webhook trigger that receives the completed-meeting request from your Affinity workflow.
- 4Choose where Notis should send run reports.
- 5Test with one real meeting and confirm the right person receives the survey.
Questions about this workflow
Does Affinity provide a native trigger for this workflow?
No. Affinity has no listed trigger events here, so use a Notis webhook started by an HTTP request from your Affinity workflow.
Can I include meeting details in the survey properties?
Notis can use context included in the request, provided those details are available from Affinity and suitable to include.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Delighted. A trigger fires from one place; an action lands in another.
Affinity triggers
Delighted actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Person to Autopilot Email
Adds a person to automated email surveys or updates their profile details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Person to Autopilot SMS
Adds a person to automated SMS surveys or updates their profile details.
Create or Update Person
Creates or updates a person and schedules a survey email.
Delete Pending Survey Requests
Cancels all pending survey requests for a person.
Delete Person
Permanently deletes a person and all associated data.
Get Autopilot Email Configuration
Retrieves the current email Autopilot configuration.
Get Autopilot SMS Configuration
Retrieves the current SMS Autopilot configuration.
List Autopilot SMS Memberships
Lists people enrolled in SMS Autopilot.
Connect any two apps with Notis in the middle.
Affinity and Delighted, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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