Keep Affinity deals from going quiet
Get a focused task when an Affinity deal appears to need a next step, without repeatedly checking your pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a background task for automated operations, scheduled or on demand.
Why this helps
Deals can sit untouched while founders switch between a CRM and their chatbot operations.
- Surface deals that may need a next step
- Create a task with the relevant deal context
- Reduce manual pipeline review
Setup
Build it in a few focused steps.
- 1Connect Affinity and Chatbotkit once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to review Affinity deals and create a Chatbotkit task for each deal that appears to need a next step, including the reason and available context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real deal and confirm the task is useful.
Questions about this workflow
How does Notis decide a deal is stale?
Describe the review rule in your instruction, such as looking for deals without recent activity. If Affinity does not provide the activity details needed for your rule, supply the needed baseline in your instruction.
Does this update the Affinity deal?
This workflow creates a Chatbotkit task. It does not update the Affinity pipeline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Chatbotkit. A trigger fires from one place; an action lands in another.
Affinity triggers
Chatbotkit actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Complete Conversation
Sends a message to a chatbot conversation and returns the bot's AI-generated reply.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Attach Dataset File
Attaches a file to a dataset as a source of knowledge content.
Create Integration
Creates a support integration for a chatbot to handle customer inquiries.
Authenticate Secret
Generates an authentication URL for a secret.
Create Skillset
Creates a reusable skillset that groups multiple skills.
Clone Blueprint
Clones a blueprint and its associated resources.
List Bots
Retrieves a paginated list of bots.
Clone Bot
Clones a bot with its settings and configuration.
Connect any two apps with Notis in the middle.
Affinity and Chatbotkit, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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