Review sales signals beside your deal work
Gather the sales data you have alongside the Affinity deals you are reviewing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get sales
Retrieve sales data for reporting or analysis.
Why this helps
Sales and relationship context can be scattered, making routine business reviews take longer than they should.
- Retrieves comprehensive sales data for reporting or analytics.
- Brings selected sales information into a scheduled review.
- Makes missing links between sales and Affinity records visible.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3In one instruction, define the Affinity deal review and ask for a concise summary of returned Dripcel sales, calling out when records cannot be matched.
- 4Choose a recurring schedule, then choose where run reports should go.
- 5Test with one real review period and inspect any match assumptions.
Questions about this workflow
Can it match every sale to an Affinity deal?
Only where the returned records provide enough shared identifying information. Otherwise, it should report the match as unavailable.
Does it create a financial forecast?
No. It retrieves sales data for reporting or analytics; any forecast needs a specified method and inputs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dripcel. A trigger fires from one place; an action lands in another.
Affinity triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Delete a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contacts in Bulk
Creates up to 100,000 new contacts in bulk; existing contacts are not updated.
Get Dripcel Campaigns
List campaigns and their statuses.
Get current credit balance
Retrieve the current credit balance for your organization.
Delete Tag
Deletes a tag and removes it from every contact and campaign using it.
Get Deliveries
Retrieve SMS and email delivery records.
Get email templates
List email templates in your account.
Get sales
Retrieve sales data for reporting or analysis.
Connect any two apps with Notis in the middle.
Affinity and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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