Keep broadcast history in deal context
Bring recent text broadcast records into a compact review alongside the Affinity context you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Text Broadcasts
View outgoing text broadcasts on the account.
Why this helps
Broadcast history can be hard to connect back to investor relationships when reviewing activity across tools.
- Review text broadcast records without manually scanning history.
- Add relevant deal context from Affinity to the report.
- Flag missing context rather than guessing what a broadcast means.
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 recent Dialmycalls text broadcasts and summarize them with the Affinity context you specify.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real broadcast example and review the report.
Questions about this workflow
Does this workflow create or send text broadcasts?
No. It reviews existing broadcast history only.
Can it determine which Affinity deal a broadcast belongs to?
Only if the relationship is available in the records or you provide enough context. It should report uncertainty rather than infer a match.
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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