Keep deals needing attention on your task list
Use a recurring task to bring your attention back to the specific deals you have flagged for a closer look.
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
Deals can go quiet without a clear reminder to revisit them.
- Make flagged deals easier to revisit
- Keep the review prompt in Close
- Use your supplied definition of a deal needing attention
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.
- 3Tell Notis to create a Close task to review deals you have identified as needing attention, using any deal details supplied or returned.
- 4Choose the cron schedule and a channel for run reports.
- 5Test with one run and verify the task wording in Close.
Questions about this workflow
How does Notis know which deals need attention?
Provide the deal list or define a criterion based on data the connected apps can return. Do not assume an unavailable field or history.
Will it create a separate task for every deal?
Specify whether you want one review task or individual tasks, and provide the identifiers needed for the chosen result.
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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