Give each deal diligence item a clear next step
Translate a diligence request into an owned task instead of leaving it buried in deal notes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Creates a task card in a project.
Why this helps
Diligence work can fragment across deal notes, messages, and personal reminders.
- Make diligence requests actionable.
- Keep deal-specific context on the task.
- Clarify ownership and timing when provided.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: When I send a diligence item from an Affinity deal, create a Breeze card with the details, owner, and deadline I include.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real diligence item and inspect its card.
Questions about this workflow
Can this discover missing diligence items by itself?
No. The request must identify the item, or include enough deal data and criteria for Notis to find it.
What if I do not know the owner yet?
Leave the owner out of the instruction for that item. Notis should not guess an assignee.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Breeze. A trigger fires from one place; an action lands in another.
Affinity triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Affinity and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Breeze.