Make Affinity deal handoffs easier to pick up
Give the next teammate a concise summary of the deal, known context, and requested action in Discord.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post message to channel
Why this helps
A handoff can create extra work when the next person has to reconstruct the relationship from scratch.
- Reduce repeated context gathering during a handoff.
- State the requested action clearly for the next owner.
- Keep the summary limited to information available from Affinity.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Discordbot once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the handoff.
- 3Describe what the next teammate needs to know and what action they should take.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal and verify the handoff contains enough context.
Questions about this workflow
Can it infer what the next person should do?
You should state the intended handoff goal in the instruction. Notis can summarize returned context but should not invent missing commitments.
Does it reassign the Affinity deal?
No. The supported action here posts a handoff message to Discord.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Discordbot. A trigger fires from one place; an action lands in another.
Affinity triggers
Discordbot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add recipient to group channel
This action is deprecated and unsupported.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add guild member
Adds a user to a guild using an OAuth token with the guilds.join scope.
Assign role to guild member
Assigns a role to a member of a server.
Add reaction to message
Adds an emoji reaction from the bot to a message.
Add thread member
Adds a user to an unarchived thread if they can access its parent channel.
Ban user from guild
Permanently bans a user from a guild, optionally deleting their recent messages.
Bulk ban users from guild
Bans up to 200 guild users, optionally deleting their recent messages; BAN_MEMBERS is required.
Bulk Delete Messages
Deletes 2–100 messages under 14 days old from a channel; requires message-management permission.
Connect any two apps with Notis in the middle.
Affinity and Discordbot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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