Find the email templates available for investor updates
Know which templates are already available before preparing the next investor update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get email templates
List email templates in your account.
Why this helps
Founders can lose time searching for an existing template or rebuilding an update that already has a starting point.
- Retrieves the available email templates.
- Reduces time spent searching manually for an existing starting point.
- Reports when no template can be confidently matched to the named process.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, name the Affinity investor update process and ask Notis to list available email templates and summarize plausible matches without sending email.
- 4Choose a recurring schedule, then choose where run reports should go.
- 5Test with one real update process and review the template summary.
Questions about this workflow
Does listing templates send an email?
No. This action only lists the available email templates.
Can it determine whether a template is current?
Not unless the template data or your instruction provides a reliable way to assess currency.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dripcel. A trigger fires from one place; an action lands in another.
Affinity triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Delete a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contacts in Bulk
Creates up to 100,000 new contacts in bulk; existing contacts are not updated.
Get Dripcel Campaigns
List campaigns and their statuses.
Get current credit balance
Retrieve the current credit balance for your organization.
Delete Tag
Deletes a tag and removes it from every contact and campaign using it.
Get Deliveries
Retrieve SMS and email delivery records.
Get email templates
List email templates in your account.
Get sales
Retrieve sales data for reporting or analysis.
Connect any two apps with Notis in the middle.
Affinity and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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