Understand your pipeline by deal stage
Get a simple stage-by-stage view that helps you notice where the pipeline is concentrated.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Why this helps
It takes extra effort to understand pipeline composition when stage counts are not already summarized.
- See available deal counts grouped by stage.
- Make pipeline composition easier to scan.
- Refresh the summary on a recurring schedule.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Databox once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to count available Affinity deals by their recorded stage and push the summary to your existing Databox dataset.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real pipeline example and confirm the grouped counts match the available records.
Questions about this workflow
Can it report deal value by stage?
Ask for that in the instruction if deal values are available in Affinity. Any missing values or assumptions should be identified rather than inferred.
Do I need a Databox dataset first?
Yes. This workflow pushes records to an existing dataset.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Databox. A trigger fires from one place; an action lands in another.
Affinity triggers
Databox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dataset
Creates a dataset in Databox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Data Source
Creates a data source in Databox.
Delete Dataset
Permanently deletes a Databox dataset; this action cannot be undone.
Delete Data Source
Permanently deletes a Databox data source and its datasets; this action cannot be undone.
Get Dataset Ingestion Status
Checks the status of a Databox dataset ingestion.
List Accounts
Lists Databox accounts available to the authenticated user.
Push Data to Dataset (V1)
Pushes data points to a Databox dataset.
Connect any two apps with Notis in the middle.
Affinity and Databox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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