Keep your Affinity pipeline visible in Databox
Get a consistent weekly view of your deals without rebuilding the report by hand.
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
Pipeline reviews take time when deal details are spread across Affinity and a separate reporting routine.
- Review current deal records in one Databox dataset.
- Reduce manual copying before a pipeline review.
- Use the same scheduled reporting routine each week.
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 push the available Affinity deal records and agreed pipeline summary into your existing Databox dataset.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real Affinity example and confirm the records appear in Databox.
Questions about this workflow
What does this workflow send?
It sends available Affinity deal records and the pipeline summary you describe to the Databox dataset you specify.
Does it create the Databox dataset?
No. This workflow pushes data to an existing dataset. Create a data source and dataset first if you do not already have them.
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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