Put call activity beside deal context
Get a regular summary of call records with the Affinity deal context you provide, all in one run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
View call broadcasts on the account.
Why this helps
Call history and deal context are split across tools, which makes activity review slower and easier to postpone.
- Summarize call records with available filters and dates.
- Include Affinity context where a clear relationship is supplied.
- Highlight records that need a human to verify.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to list Dialmycalls call records for the review period and summarize them with the Affinity deal context you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real call record and review the report.
Questions about this workflow
Will this make calls to investors?
No. The available action lists call records; it does not start a call broadcast.
Will the report include deal information automatically?
Not necessarily. Include the relevant deal context or identifiers in your instruction when the records do not establish the relationship.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dialmycalls. A trigger fires from one place; an action lands in another.
Affinity triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Add a sub-account with delegated dialing access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Add a contact to your contact list.
Add Group
Create a group for organizing contacts.
Delete Access Account
Delete a sub-account.
Delete Caller ID
Permanently delete an existing caller ID.
Delete Contact
Permanently delete a contact from your list.
Delete Group
Delete an existing contact group.
Delete Recording
Permanently delete a custom recording.
Connect any two apps with Notis in the middle.
Affinity and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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