Keep a quarterly record of your pipeline
Save a point-in-time snapshot of deal status and available context so you can revisit how the pipeline looked.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Why this helps
Past pipeline state is difficult to reconstruct when deal records change over time.
- Keep dated pipeline snapshots for reference
- Make past deal status easier to review
- Organize archived snapshots in Drive
Setup
Build it in a few focused steps.
- 1Connect Affinity and Google Drive once in the Notis portal.
- 2Create an automation named Quarterly Pipeline Snapshot Archive.
- 3Tell Notis to summarize the current Affinity pipeline and create a dated folder and snapshot file in Drive.
- 4Choose a quarterly schedule and where run reports should go.
- 5Test with one real pipeline snapshot.
Questions about this workflow
Can the snapshot show historical data?
It can include only the current deal information and history that Affinity returns when the automation runs.
Where will the snapshot be stored?
The instruction can specify a Drive folder structure. If a required folder is not available, Notis may need to create it as part of the requested outcome.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Google Drive. A trigger fires from one place; an action lands in another.
Affinity triggers
Google Drive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add file sharing preference
Modifies sharing permissions for an existing google drive file, granting a specified role to a user, group, domain, or 'anyone'.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Copy file
Duplicates an existing file in google drive, identified by its `file id`.
Create Comment
Tool to create a comment on a file. use when you need to add a new comment to a specific file in google drive.
Create Shared Drive
Tool to create a new shared drive. use when you need to programmatically create a new shared drive for collaboration or storage.
Create File or Folder
Creates a new file or folder with metadata. use to create empty files or folders, or files with content by providing it in the request body (though this action primarily focuses on metadata creation).
Create a File from Text
Creates a new file in google drive from provided text content (up to 10mb), supporting various formats including automatic conversion to google workspace types.
Create a folder
Creates a new folder in google drive, optionally within a parent folder specified by its id or name; if a parent name is provided but not found, the action will fail.
Create Reply
Tool to create a reply to a comment in google drive. use when you need to respond to an existing comment on a file.
Connect any two apps with Notis in the middle.
Affinity and Google Drive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Drive.