Give stalled deals a deliberate next move
When a deal needs a nudge, create a task that captures why and what should happen next.
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
A quiet pipeline can hide deals that need a specific, thoughtful next step.
- Make stalled opportunities visible for review.
- Record the supplied reason for re-engagement.
- Turn a vague reminder into a defined next action.
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 stalled Affinity deal, create a Breeze card describing the re-engagement step, reason, owner, and due date I provide.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real stalled deal and review the card details.
Questions about this workflow
Does Notis monitor Affinity pipeline activity automatically?
Affinity has no trigger events in this workflow package. A webhook request must start the automation and include the deal context.
Can the card include a suggested message?
You can ask Notis to draft a suggested message if you provide the relevant context, but the action creates a Breeze card.
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.