Start the week with a clear Affinity pipeline scan
Get a focused view of the opportunities in Affinity, with useful details and gaps called out for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all opportunities
Lists opportunities.
Why this helps
Pipeline reviews take time when you have to reopen Affinity and reconstruct the current picture from scattered records.
- See a concise summary of returned opportunities.
- Spot records that may need attention without manually browsing the pipeline.
- Keep deal review attached to a predictable planning routine.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to summarize returned Affinity opportunities and flag missing or unclear details for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and check the summary against Affinity.
Questions about this workflow
Does this workflow update opportunity stages?
No. The selected Affinity action retrieves opportunities. Notis can summarize the returned data, but it does not change stages.
Can it identify overdue deals?
Only if the returned opportunity data includes relevant dates or status fields. The workflow should call out when those details are missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Affinity. A trigger fires from one place; an action lands in another.
ActiveTrail triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
ActiveTrail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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