Scan your pipeline at a glance
Get a compact visual view of stage counts based on the Affinity records available at run time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert URL to Image
Converts a webpage into an image.
Why this helps
A full pipeline can be difficult to scan when you only need a high-level view of stage distribution.
- See deal counts by recorded stage in a visual format.
- Review a compact overview on a predictable schedule.
- Keep the snapshot grounded in current Affinity data.
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 count active deals by their recorded pipeline stage and render a readable snapshot image, noting any records without a stage.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real pipeline snapshot and confirm the displayed counts.
Questions about this workflow
Does the snapshot show deal value?
Only if value is available in the Affinity records and you ask Notis to include it.
Will it compare against last week?
Not automatically. A previous snapshot or baseline must be supplied if you want a comparison.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cloudlayer.