Turn your Affinity pipeline into a focused review
Get a clear snapshot of active deals and follow-ups when you need to make decisions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Why this helps
Pipeline reviews take time when deal context is spread across records and follow-up notes.
- See active deals and their current stages in one document.
- Spot records that may need a next step or follow-up.
- Keep the review available as a shareable PDF.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Cloudlayer once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to summarize active Affinity deals, their stages, recorded next steps, and any missing follow-up details, then create a PDF.
- 4Choose a Notis webhook trigger and where run reports should go.
- 5Test with one real pipeline review and check the resulting PDF.
Questions about this workflow
Does this update deal records?
No. It reviews Affinity data and creates a PDF in Cloudlayer.
Can it identify missing follow-ups?
It can flag missing details that are visible in the Affinity records it retrieves. It cannot infer unrecorded history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Cloudlayer. A trigger fires from one place; an action lands in another.
Affinity triggers
Cloudlayer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Storage
Adds a user-owned S3-compatible storage configuration for generated assets.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Asset
Retrieves an asset by its ID.
Convert HTML to Image (V2)
Renders HTML as a PNG, JPG, or WebP image and returns job details and the generated asset.
Get API Status
Checks whether the service is reachable.
Convert HTML to PDF (v2)
Converts HTML into a PDF.
Convert URL to PDF (Simple)
Converts a URL to PDF and returns the result immediately.
Delete Storage Configuration
Deletes a user storage configuration after you confirm its ID is correct.
List Assets
Lists generated PDFs and images in your account.
Connect any two apps with Notis in the middle.
Affinity and Cloudlayer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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