Follow up with investors without losing the thread
Keep a timely investor follow-up moving from the deal context you already track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send SMS
Send an SMS to a contact immediately or schedule it for later.
Why this helps
A promised next step can get buried between deal notes and a separate SMS tool.
- Reduces context switching between deal tracking and messaging.
- Keeps follow-ups tied to an explicit outreach signal.
- Can schedule the SMS when the action supports a later send.
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, describe the Affinity outreach signal, approved message content, and rule for confirming the recipient can receive SMS before sending.
- 4Choose a webhook trigger, then choose where run reports should go.
- 5Test with one real, consented contact and review the sent message.
Questions about this workflow
Will Notis invent message details from the deal record?
Give the instruction approved wording and clear limits. Missing context should be reported rather than guessed.
Can the SMS be scheduled for later?
The Send SMS action supports immediate delivery or scheduling for later.
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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