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Compare deal context with operational records

Set a recurring check to retrieve Backendless records and help surface where they answer or leave open a deal review question.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

General Object Retrieval

Retrieve objects from a table.

Why this helps

It is difficult to spot gaps in a deal review when operational records and relationship context are reviewed separately.

  • Check defined deal questions against relevant records.
  • Make missing information visible for follow-up.
  • Create a consistent review process from supplied context.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Backendless once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for deal data review.
  • 3Tell Notis the deal question, Backendless table context, and Affinity details to compare, and ask it to flag unanswered items.
  • 4Choose a recurring schedule and select where run reports should go.
  • 5Test with one real deal and confirm the summary distinguishes findings from missing information.

Questions about this workflow

Can it reconcile fields that were not provided?

No. Supply the relevant Affinity details and state which Backendless records to retrieve. The workflow should identify information that remains missing.

Does it update either app?

No. The selected action retrieves Backendless objects and the prompt summarizes them. It does not write changes to Affinity or Backendless.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Backendless. A trigger fires from one place; an action lands in another.

Affinity triggers

Backendless actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Copy File

Copy a file or directory in file storage.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Directory

Create a directory in file storage.

ActionInstant

Create Backendless Hive

Create a Hive.

ActionInstant

Create Backendless Timer

Create a timer for scheduled server-side tasks.

ActionInstant

Delete Directory

Delete a directory from file storage.

ActionInstant

Delete File

Permanently delete a file from storage; this cannot be undone.

ActionInstant

Delete Backendless Timer

Immediately and permanently delete a timer, stopping scheduled runs; this cannot be undone.

ActionInstant

Directory Listing

List files and directories in storage.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Backendless, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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