Get round participants ready for outreach
Keep the people around a fundraising round close at hand when it is time to follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Round participant details spread across deal records slow down coordinated investor outreach.
- Gather contacts associated with a selected fundraising round.
- Create missing Dialpad contacts for outreach.
- Identify participant records without enough details to create a contact.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation that finds contacts associated with the selected fundraising round and creates missing Dialpad contacts.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real participant and verify the contact details.
Questions about this workflow
Can it determine which contacts belong to a round?
It can use the relationships or labels Affinity returns. Specify the round clearly and ensure those associations are available.
Will it add every round contact to Dialpad?
You can limit the instruction to the participants relevant to outreach and ask Notis to skip existing Dialpad matches.
What happens if a participant has no phone number?
Notis should report the missing details so you can decide whether to update Affinity before creating a Dialpad contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dialpad. A trigger fires from one place; an action lands in another.
Affinity triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Affinity and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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