Find Affinity deals that may need a follow-up
Bring quiet deals back into view with a scheduled review and a clear status in Appdrag.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Visual SQL Update
Update rows in a database table.
Why this helps
Follow-ups slip when you have to remember which deals have gone quiet and decide what counts as stale.
- Review deal activity at a consistent cadence.
- Surface records that meet your chosen staleness rule.
- Keep follow-up status available in Appdrag.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Appdrag once in Notis.
- 2Create an automation and state your staleness rule and desired Appdrag update in one instruction.
- 3Ask Notis to review available Affinity deal activity and use the Appdrag Visual SQL UPDATE action for matching records.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real deal and confirm that only the intended Appdrag record is updated.
Questions about this workflow
How does the workflow know when a deal is stale?
State the rule in your instruction, using activity data available from Affinity. If the needed history or baseline is not available, supply it or leave the deal unclassified.
Does the workflow send outreach?
No. The listed Appdrag action updates database records; it does not send investor outreach.
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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