Keep qualified Affinity opportunities moving
Use a scheduled review to surface qualified deals that need a concrete follow-up record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Lead
Creates a new lead record.
Why this helps
A busy week can leave qualified pipeline opportunities without a clearly tracked next step.
- Create follow-up records for qualified opportunities.
- Reduce the need to remember manual pipeline reviews.
- Keep lead creation focused on opportunities with clear qualification context.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the recurring pipeline review.
- 3Tell Notis to review the Affinity deal information available to it and create Clientary leads only for qualified opportunities needing follow-up.
- 4Choose the notis_cron trigger and select the report destination.
- 5Test with one real deal example and confirm the qualification basis is available to Notis.
Questions about this workflow
Can Notis review data that is not provided or accessible?
No. The schedule can only act on Affinity information available to the automation. Provide the deal data or a source that the automation can access.
How does Notis know what counts as qualified?
Describe the qualification rule in the automation instruction, or include an explicit qualification status in the supplied deal information.
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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