Keep every Affinity deal follow-up on your Agiled task list
Capture the next step while the deal is fresh. Ask Notis to review the Affinity context and create a focused task in Agiled.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a new task.
Why this helps
Deal follow-ups can disappear when investor context lives in Affinity and daily work is tracked elsewhere.
- Turn a deal's stated next step into a task without switching apps.
- Keep task details tied to the Affinity context you provide.
- Use a due date or assignee when you include one in the request.
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 give it a name and prompt.
- 3Tell Notis to review the supplied Affinity deal context and create an Agiled task for its next follow-up.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real deal and confirm the created task in Agiled.
Questions about this workflow
Does Affinity start this automatically when a deal changes?
Affinity triggers are not available for this workflow. A Notis webhook starts the run when an HTTP request is sent.
Can Notis infer an assignee or due date?
Only if that information is present in the context you provide or returned data. Include the desired owner and date in your instruction when needed.
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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