Find a fresh content angle for aging deals
Spot older deals that may benefit from a new piece of relevant content.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GraphQL Content API Query
Why this helps
Older conversations can go quiet because there is no obvious, useful reason to reconnect.
- Pairs older deal records with potentially useful content.
- Creates a repeatable review for overlooked conversations.
- Uses only dates and deal context available in Affinity.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Contentful graphql once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it Aging Deal Material Check.
- 3Tell Notis to review deals older than the age you specify and query Contentful for relevant recent material.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real set of older deals and verify the age rule and content matches.
Questions about this workflow
How does it know a deal is aging?
State the age threshold in your instruction and rely on the dates available in Affinity. If the required dates are unavailable, provide them in the input.
Does a match mean I should contact the person?
No. The report gives you research to consider; you decide whether and how to follow up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Contentful graphql. A trigger fires from one place; an action lands in another.
Affinity triggers
Contentful graphql actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get CMA Token
Retrieves an access token for content management.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
GraphQL Content API Persisted Query
Executes a persisted GraphQL query.
Connect any two apps with Notis in the middle.
Affinity and Contentful graphql, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Contentful graphql.