Make new Affinity leads ready for a call
Capture the contact details while the lead is still fresh in your mind.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Manually copying every new lead into a calling tool adds friction right when prompt follow-up matters.
- Create Dialpad contacts from lead details sent to Notis.
- Keep new leads available in the calling workspace.
- Check for an existing contact before creating another.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation that creates a Dialpad contact from a new lead's available details.
- 3Pick a Notis webhook trigger and send the lead details to its endpoint.
- 4Choose where run reports should go.
- 5Test with one real lead and verify the resulting Dialpad contact.
Questions about this workflow
Does a new Affinity lead automatically reach the webhook?
Only if another system sends an HTTP request to the Notis webhook when the lead is created.
Can it update an existing Dialpad contact?
The selected action creates a contact. Instruct Notis to check for a match first and report existing records rather than creating duplicates.
What details should the request include?
Include the lead's available name and phone number, plus any other useful contact details supported by Dialpad.
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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