Bring unanswered pipeline questions into view
Make it easier to spot what the team still needs to learn about a deal.
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
Pipeline reviews lose time when the team has to rediscover missing information during the meeting.
- Surface open questions before a review.
- Keep questions tied to the deal context provided.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Ably once in the Notis portal.
- 2Create an automation and instruct Notis to identify unanswered review questions from the supplied deal update and publish them.
- 3Pick a webhook trigger that receives deal updates.
- 4Choose where run reports should go.
- 5Test with one real deal update.
Questions about this workflow
Will Notis add unsupported deal facts?
It should raise questions based on gaps in the supplied information and avoid stating missing facts as true.
Can the questions be customized?
Yes. Include the review questions your team cares about in the automation instruction.
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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