Turn a deal update into a reviewable Coda record
Give an important deal change a clear place to be understood and acted on.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a page
Creates a new page in a document.
Why this helps
Important pipeline updates can be hard to revisit when they remain buried in a record or a one-off message.
- Create a reviewable record for a deal update.
- Bring the relevant available Affinity context together.
- Capture questions that still need an answer.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Coda once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the change review page you need.
- 3Tell Notis to find the specified Affinity deal and create a Coda page summarizing its available context alongside the change details in the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test by sending one real deal update and checking the resulting page.
Questions about this workflow
Where does the change information come from?
Notis can use the deal information available in Affinity and details included in the webhook request.
Can it decide whether the change is important?
You can ask Notis to assess the change using criteria you provide. It should flag missing evidence rather than inventing it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Coda. A trigger fires from one place; an action lands in another.
Affinity triggers
Coda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a category for pack
Adds a publishing category to a pack.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a maker for pack
Adds contributors to a Pack’s public listing.
Add a permission for pack
Grants or updates access to a pack for a user or workspace.
Add custom domain
Adds a custom domain to a published document.
Add permission
Adds a permission to a document.
Begin content export
Starts an export of page content in HTML or Markdown format.
Content export status
Checks an export’s status and retrieves its download link when ready.
Copy Document
Creates a copy of an existing document.
Connect any two apps with Notis in the middle.
Affinity and Coda, 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 Coda.