Skip to content
Notis

Review open opportunities when a Trello card closes

Closing a task should reveal any deal work that remains open.

Trigger

Card Archived Trigger

Triggered when a card is archived in the specified board

Action

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.

Why this helps

Archived cards can create a false sense of completion while related opportunities remain active.

  • Catch unfinished deal work
  • Improve closure discipline
  • Protect follow-up commitments

Setup

Build it in a few focused steps.

  • 1Connect Trello and Affinity in Notis once.
  • 2Create an automation named Archived card opportunity review.
  • 3Tell Notis to retrieve Affinity opportunities related to the archived card and flag open next steps.
  • 4Pick the Trello Card Archived trigger.
  • 5Choose a report channel and test with one archived card.

Questions about this workflow

Can it determine whether an opportunity is truly open?

It can summarize the opportunity data returned by Affinity and flag items needing your judgment.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Trello to Affinity. A trigger fires from one place; an action lands in another.

Trello triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

Card Archived Trigger

Triggered when a card is archived in the specified board

TriggerInstant

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.

ActionInstant

New Activity Trigger

Triggered when there is activity in Trello.

TriggerInstant

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.

ActionInstant

New Board Trigger

Triggered when a board is created in the specified workspace

TriggerInstant

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.

ActionInstant

New Card Trigger

Triggered when a card is created in the specified board

TriggerInstant

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.

ActionInstant

Card Updated Trigger

Triggered when a specific card is updated

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Trello 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.