Move stale deals toward a conversation
Put a next call in motion for deals that have sat too long without a response.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create callback
Queues a callback request for an agent at a call center to handle.
Why this helps
Stale deals can quietly drift when nobody turns the next follow-up into a concrete call request.
- Review stale deals on a schedule using criteria you define.
- Request a call center callback for contacts with a usable number.
- Surface deals that lack the details needed for a callback.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation that identifies stale deals and requests callbacks for eligible contacts.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real stale deal, phone number, and Dialpad call center.
Questions about this workflow
How do I define stale?
Describe the age or last-activity rule in the instruction. Affinity needs to return the date or history needed to apply that rule.
Can it request a callback when a phone number is missing?
No. A usable phone number and the intended Dialpad call center are required for the callback action.
Could it request callbacks repeatedly?
Yes, if the same deals continue to meet the criteria. Tell Notis to use available follow-up history to avoid repeat requests, or review the reports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dialpad. A trigger fires from one place; an action lands in another.
Affinity triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Affinity and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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