Make pipeline review a planned Close task
Give pipeline review a home on your task list so it is easier to return to deal decisions on a regular rhythm.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Task
Creates a task to track a to-do item.
Why this helps
Pipeline reviews are easy to postpone when they are not already on the task list.
- Put review time on the Close task list
- Keep a recurring review visible
- Make the review prompt consistent
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.
- 3Ask Notis to create a Close task prompting you to review the current Affinity pipeline and capture next actions.
- 4Choose the cron schedule and a channel for run reports.
- 5Test with one run and confirm the task appears in Close.
Questions about this workflow
Does the scheduled task include current pipeline data?
Only if Notis can retrieve that data through the connected apps or you supply it. The listed Affinity description does not specify a read action or trigger.
Can I choose how often it runs?
Yes. Choose the recurring schedule in the Notis automation setup.
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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