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Notis

Turn AI-researched investor contacts into actionable Affinity context

Send a contact to Notis when your AI research is ready. Get the Affinity context you need to decide who deserves a follow-up.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get all persons

Lists people.

Why this helps

Research may live in a chatbot while the contact record sits in Affinity, leaving founders to reconcile context by hand.

  • Keep research context close to the contact record
  • Spend less time switching between chat tools and CRM
  • Make follow-up decisions with clearer context

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3Ask Notis to review supplied contact details and research, then identify useful qualification context without inventing missing facts.
  • 4Choose notis_webhook as the trigger and send a real example when the research is ready.
  • 5Choose a report channel and test with one real contact example.

Questions about this workflow

Does this create or update an Affinity contact?

The listed action retrieves people data. It does not create or update a contact, so use this workflow to review available contact information and return a qualification brief.

What should the webhook include?

Provide the contact details and research you want Notis to assess. Notis can only use information supplied in the request or returned by Affinity.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Affinity. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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