See where your Affinity deal context needs an Agiled review
A regular deal review can surface records to check without rebuilding the comparison by hand. Notis retrieves Agiled deals and summarizes against the Affinity context you supply.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deals
Retrieves deals.
Why this helps
Reviewing deal information across separate tools takes time and makes gaps easy to miss.
- Get a recurring view of Agiled deals in one run report.
- Highlight possible missing or inconsistent details for human review.
- Keep Affinity context in the comparison by supplying it to Notis.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a prompt describing the deal review.
- 3Ask Notis to retrieve Agiled deals and compare them with the Affinity deal information you provide.
- 4Choose a recurring schedule, then select where run reports should go.
- 5Test with one real example and check the report against both sources.
Questions about this workflow
Can the automation read all Affinity deals on its own?
No Affinity trigger or read event is listed for this workflow. Supply the Affinity context you want compared; Notis can retrieve the Agiled deal list.
Will it edit or merge deal records?
No. This workflow retrieves Agiled deals and produces a review summary. It does not update or merge records.
When this happens · Trigger
Do this · Action
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.
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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