Keep your opportunity portfolio visible
Get a regular snapshot of Affinity opportunities to support your pipeline review.
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
Opportunities can drift out of view when pipeline reviews depend on manually pulling records together.
- Create a repeatable opportunity review
- Summarize basic opportunity information
- Keep pipeline review on a predictable cadence
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation, name it, and choose a report channel.
- 3Tell Notis to retrieve opportunities and summarize the basic information relevant to your review.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go and test with a real run.
Questions about this workflow
Will the opportunity snapshot include custom field data?
The all-opportunities action provides basic information and excludes field data. Use the appropriate list-entry action when you need list field data.
Can the report decide what is overdue?
Only if the returned data includes a usable date or status and you specify the rule. Otherwise, supply the missing baseline or criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Affinity. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.