Create a deal review brief from Affinity
Give every important opportunity one clear page that is ready for your next review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Page
Creates a new page in a space.
Why this helps
Deal details can be scattered across Affinity, notes, and memory, making it hard to prepare for a useful review.
- Review deal context without searching across multiple screens.
- See unresolved questions and a practical next step in one place.
- Keep a durable record of the review.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Confluence once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Deal Review Brief.
- 3Tell Notis to use the submitted deal context and available Affinity details to create a concise Confluence review page with open questions and next steps.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal snapshot and check the created page.
Questions about this workflow
Does Affinity start this automatically when a deal changes?
No. Affinity has no listed trigger events here. The webhook starts the automation when an HTTP request is sent with the deal context.
What if Affinity has no recent activity for the deal?
Notis should state that recent activity is unavailable instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Confluence. A trigger fires from one place; an action lands in another.
Affinity triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Adds labels to a page or blog post.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
CQL Search
Searches Confluence content using advanced queries.
Create Blogpost
Creates a new blog post in a space.
Create Blogpost Property
Adds custom metadata to a blog post.
Create Whiteboard Property
Adds custom metadata to a whiteboard.
Create Page
Creates a new page in a space.
Create Footer Comment
Adds a footer comment to a Confluence page, post, attachment, or other content.
Create Page Property
Adds custom metadata to a page.
Connect any two apps with Notis in the middle.
Affinity and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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