Review sales opportunities with your Affinity priorities in view
A focused review can connect the deal list in Apollo with the priorities your team tracks in Affinity.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Apollo deals
Lists the available sales deals.
Why this helps
Reviewing opportunity lists without relationship context makes it harder to spot the next useful action.
- Review Apollo deals alongside criteria or context you supply from Affinity.
- Surface potential follow-up candidates in a run report.
- Keep opportunity review focused on your stated priorities.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Apollo once in the Notis portal.
- 2Create an automation in Automations, or tell Notis what outcome you want from any channel.
- 3Describe which Apollo deals to review and which Affinity priorities or context should guide the review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review and confirm the report reflects the intended records.
Questions about this workflow
Does this update any deal?
No. The selected action lists Apollo deals so Notis can review and report on them.
Can Notis compare deal history?
Only if the history or baseline is returned by the connected apps or supplied in your instruction. Name any missing context explicitly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Apollo. A trigger fires from one place; an action lands in another.
Affinity triggers
Apollo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Contacts to Sequence
Adds contacts to an email sequence and returns their details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activate Sequence
Activate an inactive sequence to start scheduled outreach emails to enrolled contacts.
Bulk organization enrichment
Enriches information for multiple organizations at once.
Bulk people enrichment
Enriches multiple person profiles with available professional information.
Add People to Prospects
Bulk update account stage
Updates the stage of multiple accounts.
Archive Sequence
Archive a sequence, ending outreach for all enrolled contacts; requires ownership or full-access permission.
Create an Apollo account
Creates a new account record.
Connect any two apps with Notis in the middle.
Affinity and Apollo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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