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Notis

Get a regular digest of Affinity deals that need a next step

Turn a recurring deal review into one short notification with the context you need to act.

Trigger

Recurring schedule

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

Action

Create Notification

Why this helps

A long pipeline makes it easy to overlook deals that have gone quiet or need a follow-up.

  • Review deals on a cadence that fits your team.
  • Include only criteria you define in the instruction.
  • Put next steps and relevant deal context in one notification.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Basin once in Notis.
  • 2Create an automation in the portal or by describing it to Notis.
  • 3In one instruction, define which deals belong in the digest and what summary to include.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real example and confirm the notification is useful.

Questions about this workflow

Can Notis decide what counts as stale?

Specify the criteria in your instruction. If Affinity does not provide a needed date or history, supply it or omit that criterion.

How does the automation start?

A Notis cron trigger runs it on the recurring schedule you choose.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinity triggers

Basin actions

Recurring trigger

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

TriggerScheduled

Create Form

Creates a new form.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Form Webhook

Creates a webhook for a form.

ActionInstant

Create Project

Creates a new project for organizing forms.

ActionInstant

Delete Form

Permanently deletes a form; this action cannot be undone.

ActionInstant

Delete Submission

Permanently deletes a form submission after its ID is confirmed.

ActionInstant

Delete Project

Deletes a project.

ActionInstant

Delete Webhook

Deletes a form webhook.

ActionInstant

Get Domains

Lists the custom domains linked to your account.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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