Turn qualified Affinity deals into EmailOctopus contacts
Keep investor follow-up moving by sending qualified contacts from Affinity into EmailOctopus when your webhook calls Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Qualified investors can be missed when deal updates live in Affinity and marketing lists are maintained separately.
- Reduce manual copying between deal tracking and email marketing.
- Keep contact details current when an investor already exists on the list.
- Use a webhook to start the workflow at the point your process chooses.
Setup
Build it in a few focused steps.
- 1Connect Affinity and EmailOctopus once in Notis.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, say to create or update an EmailOctopus contact from the investor details in the incoming Affinity webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified investor example.
Questions about this workflow
Does Affinity provide a native trigger here?
No Affinity trigger events are available in this workflow package. A Notis webhook starts the automation when your system sends it an HTTP request.
What happens if the investor is already on the list?
The Create or Update Contact action updates an existing contact or creates one if it is missing.
Can this decide which investors are qualified?
Your webhook or instruction must supply the qualification signal. Notis cannot infer an unavailable Affinity field or deal history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Emailoctopus. A trigger fires from one place; an action lands in another.
Affinity triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
Create Field
Creates a custom field on a mailing list.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Affinity and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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