Keep an Appdrag snapshot of your Affinity deal pipeline
Get a concise view of what is moving, stalled, or ready for attention without rebuilding a pipeline report by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL SELECT
Read rows from a database table.
Why this helps
Pipeline reviews take too long when deal context is scattered across stages and reports.
- Review deal stages from one Appdrag data view.
- Reduce repetitive pipeline reporting.
- Spot stage changes that need attention.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Appdrag once in Notis.
- 2Create an automation in the portal or from any Notis channel.
- 3In one instruction, ask Notis to summarize the current Affinity deal stages and save the snapshot through the Appdrag Visual SQL SELECT action.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real pipeline example and confirm the Appdrag result.
Questions about this workflow
Does Affinity provide the trigger for this workflow?
No. Affinity has no listed trigger events here, so this workflow starts on a Notis schedule and then reads the available Affinity deal data.
What does the Appdrag action do?
It runs the configured Visual SQL SELECT function. The workflow can use the returned data to prepare a pipeline snapshot; the required Appdrag function must already exist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Appdrag. A trigger fires from one place; an action lands in another.
Affinity triggers
Appdrag actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Execute Cloud Backend function via DELETE
Executes a cloud backend function in the default environment.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Preprod Function (DELETE)
Executes a backend function in the preproduction environment for testing or validation.
Execute PROD API Function (GET)
Executes a backend function in the production environment.
Execute Dev Function (PATCH)
Executes a backend function in the development environment.
Execute Cloud Backend function via POST
Executes a cloud backend function in the default environment.
Execute Function POST (Preprod Env)
Executes a cloud backend function in the preproduction environment.
Execute Cloud Backend function via PUT (default)
Executes a cloud backend function in the default environment.
Execute Cloud Backend function via PUT (preprod)
Executes a cloud backend function in the preproduction environment.
Connect any two apps with Notis in the middle.
Affinity and Appdrag, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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