Check Deal Focus After Priority Changes
A priority shift should come with a quick look at the opportunity it supports.
Trigger
Task Priority Updated
Triggers when a task's priority changes. `changes[]` carries `PriorityChange` entries only.
Action
Get a single opportunity
Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.
Why this helps
Priority changes can create mismatches between daily work and investor pipeline focus.
- Validate focus changes
- Keep work tied to deal context
- Reduce misaligned effort
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Affinity in Notis once.
- 2Create an automation describing the focus check.
- 3Pick the ClickUp Task Priority Updated trigger.
- 4Choose where run reports should go.
- 5Test with one priority change.
Questions about this workflow
Can the report compare old and new priority?
Yes. Notis can use the event change details when they are included.
Will it modify the opportunity stage?
No. The workflow is a read and summarize action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Affinity. A trigger fires from one place; an action lands in another.
Clickup 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
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Folder Created
Triggers when a new Folder is created.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Folder Deleted
Triggers when a Folder is deleted.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
List Created
Triggers when a new List is created.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
List Deleted
Triggers when a List is deleted.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Clickup and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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