Review validated company opportunities in one report
Bring tax validated companies into a focused opportunity review without opening every deal.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Pipeline reviews become noisy when validated companies are mixed with records that have not been checked.
- Focus pipeline conversations
- Identify opportunities needing verification
- Reduce spreadsheet preparation
Setup
Build it in a few focused steps.
- 1Connect 44API and Affinity in Notis once.
- 2Create an automation named pipeline opportunity review.
- 3Describe the 44API validated company cohort and ask Notis to summarize matching Affinity opportunities.
- 4Choose a recurring schedule and report destination.
- 5Test with one current cohort.
Questions about this workflow
Does this retrieve opportunity field data?
The all opportunities action returns basic opportunity information; field data may require related list entry actions.
Can it rank opportunities?
Yes, if you provide the ranking criteria and any baseline values.
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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