Turn Affinity pipeline data into a weekly BotStar review
Start your week with a clear view of deal movement and investor follow-up, without reopening every pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Bots
Lists bots associated with the account.
Why this helps
Pipeline reviews often mean piecing together deal context and next steps across tabs, which makes follow-up easy to miss.
- Review current deal and contact information on a predictable schedule.
- Surface follow-up gaps without manually rebuilding a status summary.
- Keep a reusable review structure in BotStar.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BotStar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review current Affinity deals and contacts for movement and missing follow-up, then organize the review in BotStar.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and confirm the review is useful.
Questions about this workflow
Does this automatically change deal stages in Affinity?
No. This workflow reviews Affinity data and creates a BotStar bot for the review process. It does not update Affinity records.
What should I include in the instruction?
Say which deals and follow-up signals matter, and how you want the review organized in BotStar. Notis uses your instruction rather than field mapping.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Botstar. A trigger fires from one place; an action lands in another.
Affinity triggers
Botstar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
BotStar LiveChat onClose Callback
Registers a callback that runs when the chat window closes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Bot
Creates a new bot.
Get BotStar Application IDs
Retrieves the application IDs used by the live chat widget.
Create Bot Attribute
Creates a bot attribute for shared, multilingual values.
Livechat boot
Reinitializes the live chat widget with updated data.
Create CMS Entity
Creates a content entity with optional custom fields.
Close BotStar Livechat Widget
Hides the live chat window.
Create Entity Fields
Adds fields to an existing content entity.
Connect any two apps with Notis in the middle.
Affinity and Botstar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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