Review pipeline data with sensitive details concealed
Get a recurring view of pipeline information that preserves deal context while hiding fields you specify.
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
Regular pipeline reviews can expose more contact or deal detail than everyone in the review needs.
- Prepare recurring pipeline data for internal review
- Reduce repeated manual redaction
- Choose the schedule and report destination in Notis
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 retrieve the pipeline data for review and anonymize the sensitive fields you name.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pipeline example and review the anonymized result.
Questions about this workflow
Does the schedule itself retrieve Affinity data?
The schedule starts the automation. Specify in your instruction what pipeline data Notis should retrieve from Affinity; fields or history not provided by the apps must be supplied separately.
Can the whole packet be anonymized?
Yes. Anonyflow's packet action anonymizes the complete packet when no keys are specified. Name fields to preserve or anonymize in your instruction.
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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