Find the right teammate details for a deal handoff
Make a handoff easier to route by retrieving the Dailybot profile for the teammate identified in the request and including relevant Affinity context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find User by UUID
Retrieves a DailyBot user's details by UUID.
Why this helps
A handoff loses momentum when a teammate's identity or working context is unclear across tools.
- Retrieve a teammate profile using the UUID provided in the request.
- Pair user details with the related Affinity deal context.
- Reduce manual searching when preparing a handoff.
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 supplied Dailybot user UUID to retrieve the teammate profile and include it with the matching Affinity deal context in a handoff report.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real UUID and deal example, then verify the person and deal match.
Questions about this workflow
What does the webhook need to include?
It needs the Dailybot user UUID and enough information to identify the related Affinity deal.
Can this find a teammate from their name alone?
The listed Dailybot action looks up a user by UUID, so provide the UUID in the webhook context.
Does it assign the deal to that user?
No. It retrieves profile information for a report and does not change the Affinity deal.
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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