Keep your goals visible while you move deals forward
Get a scheduled check of your active Beeminder goals with relevant Affinity pipeline context in one place.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all goals
Lists all goals for a user.
Why this helps
Switching between pipeline reviews and goal tracking makes it easy to lose sight of a commitment while handling investor and deal follow-up.
- Review active goals without opening another dashboard.
- Bring deal context into a lightweight recurring review.
- Spot commitments that may need attention before they slip.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Beeminder once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe the outcome: review active Beeminder goals and summarize relevant Affinity deal context.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the summary is useful.
Questions about this workflow
Does this workflow update my Beeminder goals?
No. It uses the Get all goals action to retrieve active goals for review; it does not create or update goals.
Can the review include Affinity deal details?
Notis can use Affinity context available through your connected source access. Specify the deal information you want included in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Beeminder. A trigger fires from one place; an action lands in another.
Affinity triggers
Beeminder actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Authenticate and Redirect User
Authenticates a user and redirects them to a URL.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Charge
Creates a charge for a user outside of goal pledges.
Get all goals
Lists all goals for a user.
Get Archived Goals
Lists a user's archived goals.
Get Beeminder User Information
Retrieves information about a user.
Connect any two apps with Notis in the middle.
Affinity and Beeminder, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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