Capture useful lessons from lost deals
Make the reason and learning easier to find while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Publish Message to Channel
Publishes a message to a channel.
Why this helps
Lost-deal context is easy to forget when it stays buried in a pipeline record.
- Share stated reasons without requiring a separate recap.
- Help the team notice patterns over time using the updates it receives.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Ably once in the Notis portal.
- 2Create an automation and tell Notis to summarize the supplied lost-deal reason and learning in Ably.
- 3Pick a webhook trigger that receives lost-deal updates.
- 4Choose where run reports should go.
- 5Test with one real lost-deal update.
Questions about this workflow
Can this identify a reason when none is recorded?
No. It should say the reason was not supplied rather than make one up.
Does it analyze historical losses automatically?
This webhook workflow summarizes each update it receives; a separate scheduled instruction would be needed to review historical data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Ably. A trigger fires from one place; an action lands in another.
Affinity triggers
Ably actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Query Batch Presence
Retrieves presence states for members across multiple channels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Batch Presence History
Retrieves presence history for members across multiple channels.
Delete Channel Subscription
Unsubscribes devices or clients from channel push notifications.
Get Channel Details
Retrieves a channel’s status, activity, and occupancy details.
Get Channel History
Retrieves the message history for a channel.
Get Channel Presence
Get the members currently connected and active on a channel.
Get Channel Presence History
Retrieves the presence event history for a channel.
Get Message Versions
Retrieve all historical versions of a channel message, including updates and deletions.
Connect any two apps with Notis in the middle.
Affinity and Ably, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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