Make investor call outcomes easier to track
Give important investor conversations a clear label when a deal update arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Attach labels to call
Set labels on a call, replacing any existing labels.
Why this helps
A useful call outcome can disappear in a long call history if nobody marks the conversation.
- Apply a consistent label when a relevant update arrives.
- Keep investor calls easier to find during deal review.
- Use a webhook to start the workflow from an external update.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation that identifies the related Dialpad call and applies the requested label from an investor update.
- 3Pick a Notis webhook trigger and arrange for the update to reach it.
- 4Choose where run reports should go.
- 5Test with one real update that includes enough context to identify the call.
Questions about this workflow
Does an Affinity update automatically trigger this workflow?
Only when an external system sends that update to the Notis webhook as an HTTP request.
What information is needed to label the call?
Notis needs a way to identify the matching Dialpad call, such as the call ID or enough returned context to locate it.
Can it add a label without removing existing ones?
The Dialpad action replaces existing labels. Specify all labels that should remain and verify the call after the test.
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.
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When this happens · Trigger
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