Review schedulers with your Affinity deal context
Get a recurring operational snapshot while keeping the deal context you choose close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Schedulers
Retrieve the job schedulers associated with the account.
Why this helps
Founders can lose time reconciling a changing deal pipeline with staffing plans when those details live in separate tools.
- Get a recurring view of available Connecteam schedulers.
- Bring relevant deal context into one Notis run when you provide it.
- Spot operational planning questions for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Connecteam once in the Notis portal.
- 2Create an automation in Automations, New Automation, and provide its name and prompt.
- 3Tell Notis to retrieve Connecteam schedulers on a recurring schedule and summarize them with Affinity deal context you supply.
- 4Pick a schedule trigger and choose where run reports should go.
- 5Test with one real example, including the deal context you want included.
Questions about this workflow
Can Notis infer my full Affinity pipeline from the supplied details?
No. Affinity has no source trigger in this workflow, so provide the deal context you want the scheduled run to consider.
Does retrieving schedulers make changes to Connecteam?
No. The selected action lists schedulers for review; it does not edit schedules or shifts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Connecteam. A trigger fires from one place; an action lands in another.
Affinity triggers
Connecteam actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Users
Archives users without deleting their records.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Users
Creates multiple user accounts.
Generate Upload URL
Generates a secure, time-limited URL for uploading a file.
Get Chat
Retrieves team chats and channels.
Get Custom Field Categories
Retrieves custom field categories.
Get Custom Fields
Retrieves the custom fields associated with an account.
Get Forms
Retrieves form definitions.
Get Jobs
Retrieve jobs associated with a scheduler or time clock instance.
Connect any two apps with Notis in the middle.
Affinity and Connecteam, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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