Spot stalled deals that need a next step
A regular review can surface deals that have gone quiet before they fall out of view. Notis checks the information available and reports the follow-ups that still need an owner or plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Project Tasks
Lists tasks in a project, with optional filters and pagination.
Why this helps
A pipeline can look current while deals sit without a clear next action, especially when follow-ups are spread across tools.
- Create a repeatable review instead of relying on memory.
- See deal follow-up gaps alongside the available project tasks.
- Focus attention on deals that lack a clear next action.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BugHerd once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review the supplied Affinity deals against relevant BugHerd project tasks and report deals without a clear next step.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal list and project task set.
Questions about this workflow
Can Notis determine which deals are stalled?
Only if the deal information supplied or available includes a meaningful signal such as last activity or a next-step date. Otherwise, provide the criteria in the instruction or request.
Does this workflow create tasks?
This workflow lists tasks in a BugHerd project for review. It reports gaps; it does not create or update tasks.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Bugherd. A trigger fires from one place; an action lands in another.
Affinity triggers
Bugherd actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Guest to Project
Adds an existing guest or invites a new client to a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Member to Project
Adds a member to a project.
Create Attachment
Adds an attachment from a URL to a task.
Create Column
Creates a custom workflow column in a project.
Create Comment
Adds a comment to a task.
Create Project
Creates a new project.
Create Task
Creates a task in a project.
Create Webhook
Creates a webhook for real-time task or comment notifications.
Connect any two apps with Notis in the middle.
Affinity and Bugherd, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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