See which deals may need a follow-up
Give your team a focused review list based on the deal age or activity rules you choose.
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
Deals can sit without a clear next step when no one has time to scan every record for inactivity.
- Surface candidate deals for a human review.
- Apply your stated age or activity criteria consistently.
- Keep the resulting list in a Databox dataset.
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.
- 3Tell Notis what age or activity makes a deal a review candidate and ask it to push matching available records to your Databox dataset.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real deal example and check that the criteria and resulting data are useful.
Questions about this workflow
Does Notis know what counts as stale?
You provide the age or activity criteria in the automation instruction. Notis can only assess information available from Affinity.
Will the workflow contact deal owners?
No. It creates a review dataset in Databox; it does not send messages or assign follow-ups.
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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