Connect Affinity to Agiled
When something happens in Affinity, Notis takes the next step in Agiled. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Affinity to Agiled
Turn an Affinity deal into a follow-up task
Start a Notis run when an Affinity deal needs attention, then create a clear follow-up task in Agiled.
Review Affinity deal context against Agiled deals
Run a scheduled Agiled deal report and use Affinity context you provide to spot records needing a closer look.
Start an investor initiative as an Agiled project
Turn a defined investor outreach initiative from Affinity context into a new Agiled project.
Review Agiled tasks tied to Affinity deal work
Schedule an Agiled task review and use the Affinity deal context you provide to identify follow-ups worth checking.
Look up Agiled contacts during Affinity research
Start a contact lookup from an Affinity research moment and retrieve matching Agiled contacts for context.
Check Agiled projects against Affinity priorities
Schedule a project inventory and compare it with Affinity priorities you supply to identify work that needs review.
Create diligence tasks from an Affinity request
Turn a specific diligence commitment or information request into a trackable Agiled task.
Review Agiled support tickets against Affinity relationships
Retrieve Agiled tickets on a schedule and review them using Affinity relationship context you provide.
Validate an Agiled owner for Affinity follow-up
Retrieve Agiled users when an Affinity deal needs an owner, then review the available directory before assigning work.
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agiled. A trigger fires from one place; an action lands in another.
Affinity triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Affinity and Agiled
Connect any two apps with Notis in the middle.
Affinity and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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