Turn stalled Affinity deals into manageable next actions
Spot a stalled opportunity and give it one clear task to move forward.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Why this helps
When a deal stops moving, deciding what to do next can feel like another task that never gets scheduled.
- Use a stated stall rule to identify opportunities needing attention.
- Create a concrete task instead of leaving a deal in limbo.
- Make pipeline review lead to action.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, for stalled-deal review.
- 3Tell Notis the stall rule and ask it to create a Clientary task with an appropriate next action for matching deals, using available context.
- 4Choose the notis_cron trigger and select a report destination.
- 5Test with one real stalled deal and review the evidence for the stall decision.
Questions about this workflow
What counts as stalled?
Specify a clear threshold, such as elapsed time since the last recorded activity. The required history must be available to Notis.
Will Notis decide the best next action without context?
It can summarize or propose an action from available deal information, but provide your preferred rules and have it flag cases where context is insufficient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Clientary. A trigger fires from one place; an action lands in another.
Affinity triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Affinity and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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