Keep the next deal step visible in Close
Pass the deal context and next step to Notis so it can put a follow-up task where your sales work already lives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
A pipeline change is easy to notice but easy to forget to act on.
- Capture a next step while deal context is fresh
- Keep follow-up work in Close
- Use due dates only when the request provides one
Setup
Build it in a few focused steps.
- 1Connect Affinity and Close once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Close task from the supplied deal update and next step.
- 4Choose the webhook trigger and a channel for run reports.
- 5Test with one real deal update that includes a clear next step.
Questions about this workflow
Does the workflow infer a due date?
It should use a due date only when one is supplied in the webhook request or your instruction.
Can it make a task from every deal update?
The webhook starts a run for each request sent to it. Choose which updates to send from your Affinity-side process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Close. A trigger fires from one place; an action lands in another.
Affinity triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create SMS Message
Creates an SMS activity to log a sent, received, or draft message.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Call
Creates a record of an inbound or outbound call.
Create Email
Create Lead
Creates a new lead in the sales pipeline.
Create Task
Creates a task to track a to-do item.
Delete Call
Deletes a call record; this action cannot be undone.
Get Notes
Retrieves recorded notes.
Get Contact
Retrieves a contact by ID.
Connect any two apps with Notis in the middle.
Affinity and Close, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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