Start your pipeline review with a prepared scan
Have Notis gather available opportunity basics on a schedule, so your review starts with the landscape in view.
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
A regular deal review is harder to start when you first need to assemble the current pipeline context.
- Start a review with opportunity basics already gathered
- Reduce repeated manual navigation
- Keep a consistent view of current opportunity records
Setup
Build it in a few focused steps.
- 1Connect Notis to Affinity once in the portal.
- 2Create a new automation in Automations, or tell Notis to create it from any channel.
- 3Ask Notis to retrieve available opportunities and summarize their basic information for a pipeline review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the summary fits your review.
Questions about this workflow
Does this include opportunity field data?
The action provides basic opportunity information and excludes field data. Specific list entry APIs are needed for field data.
Can this run on a schedule?
Yes. A Notis cron trigger starts the automation on a recurring schedule you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Affinity. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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