Set up a dataset for your Affinity deals
Create the dataset foundation for deal reporting, with unique record keys chosen for your data.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Dataset
Creates a dataset in Databox.
Why this helps
A reporting workflow cannot push deal records until a compatible dataset exists.
- Initialize a dataset within an existing Databox data source.
- Choose primary keys that identify unique records.
- Prepare a destination for future deal reporting workflows.
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 create a Databox dataset using the title, data source ID, and primary keys you provide.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real setup request and confirm the dataset is created in the intended data source.
Questions about this workflow
Does this workflow choose the dataset schema for me?
You provide the primary keys needed for unique record identification. Confirm the dataset requirements for the records you intend to push.
Does it load Affinity deals too?
No. This action creates a dataset. Use a separate push-data workflow to ingest records into it.
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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