Bring qualified investors from Affinity into Dialpad
Spend less time re-entering investor details and more time preparing for the conversation.
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
Qualified investors can be hard to reach when their details live only in Affinity.
- Create Dialpad contacts for investors at a chosen Affinity stage.
- Avoid recreating contacts that already exist in Dialpad.
- Keep investor outreach details accessible where calls happen.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to find investors in the chosen Affinity stage and create missing Dialpad contacts with their available details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real investor record and review the result.
Questions about this workflow
Can I choose which Affinity investors are added?
Yes. Describe the relevant stage or qualification criteria in the automation instruction. Notis can use information returned by Affinity.
Will it duplicate existing Dialpad contacts?
Ask Notis to check for an existing matching contact before creating one. The result depends on the identifying details available in both apps.
Does the automation run instantly when Affinity changes?
This workflow uses a schedule to check Affinity periodically, since no Affinity event trigger is listed here.
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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Add someone to an ongoing call.
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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