Keep investor contacts ready for follow-up
Send an Affinity contact to this workflow and have Notis add their available details to Dialmycalls.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact
Add a contact to your contact list.
Why this helps
Copying investor details between tools creates friction and leaves contacts scattered when follow-up is due.
- Reduce manual contact entry between Affinity and Dialmycalls.
- Keep phone and available contact details together for future outreach.
- Get a run report when a contact is added or information is missing.
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 add the Affinity contact identified in the incoming request to Dialmycalls with available contact details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real Affinity contact and review the run report.
Questions about this workflow
Does this workflow send a call or text?
No. It adds the contact to Dialmycalls. Sending broadcasts is not one of the available actions for this workflow.
What if the Affinity contact has no phone number?
The run report can identify missing phone details. Dialmycalls requires a phone number to add a contact.
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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