Prepare investor follow-up with the right Demio event details
When an Affinity conversation points to a webinar, bring the event information into the follow-up context before you act.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Demio: Get Event by ID
Retrieve the details of an event by its ID.
Why this helps
Event details are easy to overlook when investor conversations, deal notes, and webinar planning live in separate places.
- Retrieves full details for a specific Demio event ID.
- Adds event context to an investor follow-up review.
- Helps avoid relying on stale or incomplete event notes.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Demio once in Notis.
- 2Create an automation and describe which investor activity should prompt an event detail check and how the result should inform follow-up.
- 3Pick a Notis webhook trigger for the relevant Affinity update.
- 4Choose where run reports go, then test with one real investor record and a valid Demio event ID.
Questions about this workflow
Does this create an investor registration?
No. It retrieves event details. To register someone and get a unique join link, use the Demio Create Join Link action with a valid event ID and attendee details.
Where does the event ID come from?
Provide it in the automation prompt or context, or use a Demio event list step to identify available events before retrieving details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Demio. A trigger fires from one place; an action lands in another.
Affinity triggers
Demio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Demio Create Join Link
Register an attendee and get their unique event join link.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Demio: Get Event by ID
Retrieve the details of an event by its ID.
List Event Date Participants
List participants for a scheduled event date.
List Event Dates
List all scheduled dates for an event.
List Demio Events
Retrieve a list of events.
Demio API Ping
Check whether the API is reachable.
Connect any two apps with Notis in the middle.
Affinity and Demio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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