Check that your investor intake template is available
Get a recurring confirmation that the Dromo schema your Affinity investor process depends on is still listed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Import Schemas
Lists all import schemas for the organization.
Why this helps
A missing or renamed intake template can delay spreadsheet processing, especially when the team assumes it is ready.
- Check Dromo's current schema list on a schedule.
- Compare returned schema information with the template name or identifier you provide.
- Surface a missing template in the run report.
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 list Dromo schemas and report whether the investor intake template name or ID you provide appears.
- 4Choose a schedule trigger and where run reports should go.
- 5Test with one real run and a known schema name or ID.
Questions about this workflow
Can this tell whether the schema's rules are correct?
No. It checks availability from the returned list. Use Get Import Schema to inspect the full definition.
What if the template name changes?
Update the name or identifier in the automation instruction so the check reflects the current template.
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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