Make deal handoffs easier to pick up
Give the next teammate a concise brief with the deal context, current status, and next step available from Affinity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Message
Sends a message to DailyBot users or channels.
Why this helps
A handoff can stall when the next person has to search the pipeline and ask for context before acting.
- Put key context in the team's existing Dailybot conversation.
- Reduce repeated searches and clarification messages.
- Keep the brief grounded in the webhook and Affinity details available.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dailybot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to use the webhook context to find the relevant Affinity deal and send a concise handoff brief with status and next step; omit details that are unavailable.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real handoff and review the message for missing or incorrect context.
Questions about this workflow
What starts a handoff brief?
An HTTP request to the Notis webhook starts the automation. No Affinity integration event is listed for this source.
What should the webhook provide?
Provide enough information to identify the deal and the handoff. The automation can look up additional details available in Affinity.
Does this update the deal record?
No. The listed Dailybot action sends a message; it does not update Affinity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dailybot. A trigger fires from one place; an action lands in another.
Affinity triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Check-in
Creates a recurring team check-in from a template, with a schedule, reminders and reporting channels.
Find Workflow by Name
Finds DailyBot workflows by name.
Get All Users
Retrieves users in the authenticated DailyBot organization.
Give Kudos to Users
Gives kudos to one or more DailyBot users.
Send Message
Sends a message to DailyBot users or channels.
Connect any two apps with Notis in the middle.
Affinity and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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