Create an investor import schema for Affinity data
Turn your investor spreadsheet requirements into a reusable Dromo import schema from a single request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Import Schema
Creates an import schema with its fields, validation rules, and settings.
Why this helps
Every new investor intake can lead to repeated setup and inconsistent expectations for spreadsheet data.
- Create a reusable Dromo import schema for investor data.
- Apply only the field definitions and validation rules supplied by you.
- Avoid rebuilding the import structure for each new intake.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dromo once in Notis.
- 2Create an automation in Automations, New Automation, or tell Notis to create one.
- 3In one instruction, ask Notis to create a Dromo schema using the investor fields and validation rules included in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real schema request and inspect the created schema in Dromo.
Questions about this workflow
Will Notis infer investor fields from Affinity?
The workflow should use the field definitions and validation requirements you supply. It should not assume that Affinity provides a complete schema specification.
Does creating a schema import the spreadsheet?
No. It creates the Dromo schema definition. Creating a headless import and uploading a file are separate actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dromo. A trigger fires from one place; an action lands in another.
Affinity triggers
Dromo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Uploads
List file uploads for your organization.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Headless Import
Creates a headless import and returns a signed upload link.
Upload File To Headless Import
Upload a file for automatic processing.
Create Import Schema
Creates an import schema with its fields, validation rules, and settings.
Delete Import Schema
Irreversibly deletes an import schema.
Get Import Schema
Retrieves an import schema by its ID.
List Import Schemas
Lists all import schemas for the organization.
Update Import Schema
Updates an existing import schema, including its fields, validation rules, and settings.
Connect any two apps with Notis in the middle.
Affinity and Dromo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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