Share a pipeline snapshot with an advisor safely
Give an advisor the pipeline context needed for feedback while concealing the sensitive fields you identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Anonymize Packet
Anonymizes all or selected fields in a JSON data packet.
Why this helps
Getting outside feedback often means spending time removing confidential details from pipeline information.
- Prepare a recurring snapshot for outside feedback
- Control which fields are anonymized
- Reduce manual redaction before advisor reviews
Setup
Build it in a few focused steps.
- 1Connect Affinity and Anonyflow once in the Notis portal.
- 2Create an automation in the portal or by telling Notis what you want in plain language.
- 3In one instruction, ask Notis to prepare the pipeline snapshot and anonymize the sensitive fields you identify for advisor review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real snapshot and check that it provides enough context without exposing the specified fields.
Questions about this workflow
Can the advisor receive the result automatically?
The available Anonyflow actions anonymize data. Choose where Notis run reports go; specify any handoff needs in the automation instruction.
Can I control how much deal detail remains?
Yes. Identify the fields to anonymize and the context needed for the review. Validate the result with one real snapshot.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Anonyflow. A trigger fires from one place; an action lands in another.
Affinity triggers
Anonyflow actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Anonymize Value
Anonymize one or more text values to conceal sensitive information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Anonymize Packet
Anonymizes all or selected fields in a JSON data packet.
Deanonymize Packet
Recover data from an anonymized packet using your private key.
Deanonymize Value
Recover the original text from anonymized values.
Test Connection
Check whether the service is reachable and operational.
Connect any two apps with Notis in the middle.
Affinity and Anonyflow, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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