Turn an investor follow-up request into a callback
Give a promising investor a timely response without leaving your deal workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create callback
Queues a callback request for an agent at a call center to handle.
Why this helps
A follow-up request can get buried while you switch between deal tracking and phone tools.
- Start a callback through a designated Dialpad call center.
- Act on an Affinity follow-up request without manually copying the phone number.
- Keep the response tied to a clear investor request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation and describe when an Affinity follow-up request should result in a callback.
- 3Pick a Notis webhook as the trigger and arrange for the request to reach it.
- 4Choose where run reports should go.
- 5Test with one real request that includes a phone number and the Dialpad call center details.
Questions about this workflow
What information does this callback need?
The request needs to provide a usable phone number and identify the Dialpad call center to place the callback through.
Does the webhook monitor Affinity by itself?
No. The webhook starts when an HTTP request reaches Notis. An external process must send the Affinity request to that webhook.
Can it create a callback without a call center?
The Dialpad callback action is for a call center, so the required call center details must be available.
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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When this happens · Trigger
Do this · Action
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