Connect company validation to live opportunity context
Validate the company and immediately see the deal context attached to it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Deal research stalls when a tax check does not include the opportunity context already stored in Affinity.
- Reduce deal research time
- Keep validation tied to pipeline context
- Prepare cleaner handoffs
Setup
Build it in a few focused steps.
- 1Connect 44API and Affinity in Notis once.
- 2Create an automation named opportunity context after validation.
- 3Describe how to match the validated company to an Affinity opportunity and summarize its basic details.
- 4Choose the webhook trigger and report channel.
- 5Test with one validation tied to an active deal.
Questions about this workflow
Does the opportunity summary include custom fields?
The single opportunity action returns basic details; custom list fields require a list entry action and permission.
What if multiple opportunities match?
Notis reports the matches so you can review the correct deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 44API to Affinity. A trigger fires from one place; an action lands in another.
44API 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.
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.
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.
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.
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.
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.
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.
44API and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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