Carry useful pipeline context into Ashby
Give recruiting a concise record of relevant context already captured in Affinity, so the next conversation starts with less searching.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Candidate Note
Add a note to a candidate’s profile.
Why this helps
Hiring discussions can miss useful context when relevant relationship history is buried in a separate pipeline.
- Bring relationship context into candidate records on a regular review.
- Keep the note focused on information available in Affinity.
- Reduce repeated searching across separate systems.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Ashby once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Affinity pipeline records and add a concise Ashby note only when a matching candidate is identifiable.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real record pair and review the note for accuracy.
Questions about this workflow
What if a pipeline contact cannot be matched to a candidate?
The instruction should tell Notis to report the unmatched record rather than create a note on the wrong profile.
Can this include information Affinity does not store?
No. The summary is limited to fields and history the connected apps return.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Ashby. A trigger fires from one place; an action lands in another.
Affinity triggers
Ashby actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Candidate to Project
Add a candidate to a recruiting project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Candidate Tag
Add an existing tag to a candidate’s profile.
Add Hiring Team Member
Assign a team member to a hiring team.
Add User to Interviewer Pool
Add a user to a pool of interviewers.
Add Opening Job
Link an existing job to a job requisition.
Add Opening Location
Associate a location with an existing job requisition.
Anonymize Candidate
Irreversibly anonymizes a candidate’s personal data; all applications must be archived or hired.
Approve Offer
Approve an offer or a specific step in its approval process.
Connect any two apps with Notis in the middle.
Affinity and Ashby, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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