See which deals may need a follow-up
Get a scheduled list of deals with quiet records so you can decide what deserves attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Convert HTML to PDF
Why this helps
Deals can slip from view when no one has time to scan the full pipeline for inactivity.
- Surface deals with no recent activity recorded in Affinity.
- Keep the relevant dates and record context beside each item.
- Review a prioritized follow-up list without changing deal records.
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.
- 3In one instruction, define what counts as recent for your review and ask Notis to list matching deals with their last recorded activity, then create a PDF.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test against real Affinity records and confirm the activity dates shown.
Questions about this workflow
Does Notis know our follow-up policy?
Only if you provide the timeframe or rule in the instruction. The workflow can use dates available in Affinity.
Does it mark deals stale in Affinity?
No. It creates a review document and does not change the source records.
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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