Start pipeline reviews with an Affinity opportunity snapshot
See the opportunity records together before deciding where your attention should go.
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 often begin with time-consuming navigation and scattered deal records.
- Bring opportunity records into one scheduled review.
- Make pipeline review preparation more predictable.
- Use returned information to identify where more detail is needed.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe the opportunity snapshot you want.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test the snapshot and note that this action does not return opportunity field data.
Questions about this workflow
Will the snapshot include custom opportunity fields?
No. This action returns basic opportunity information and excludes field data.
Can Notis still summarize the results?
Yes. Notis can summarize the returned basic opportunity information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Affinity. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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