Turn Affinity opportunities into a practical pipeline scan
Review open opportunity basics on a regular cadence and carry a concise planning summary into your AgencyZoom workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all opportunities
Lists opportunities.
Why this helps
Pipeline reviews take longer when opportunity basics have to be gathered manually before planning agency follow-up.
- Collect paginated opportunity basics in a recurring review.
- Spot records that need a closer look before planning follow-up.
- Reduce prep time for pipeline discussions.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation asking Notis to scan Affinity opportunities and summarize planning priorities using returned basic details.
- 3Set the recurring schedule as the trigger.
- 4Select where run reports should go.
- 5Test one run and confirm the summary does not assume opportunity fields that are not returned.
Questions about this workflow
Does this include custom opportunity fields?
No. The available action returns basic opportunity information and excludes field data. Ask Notis to state this limitation in the report.
Can this update the AgencyZoom pipeline?
No. The chosen action reads Affinity opportunities, and no AgencyZoom action is part of this workflow.
Can I use this for an investor outreach pipeline?
Yes, if the Affinity opportunities returned are the records you want to review. Keep the prompt focused on the planning decision you need.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Affinity. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Agencyzoom and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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