Review your Affinity opportunity pipeline every week
Start each week with a clear view of which deals need attention.
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 are easy to postpone when deal data is spread across tools and priorities shift daily.
- See every open opportunity in one report
- Spot aging deals before momentum fades
- Focus follow-up on the highest value records
Setup
Build it in a few focused steps.
- 1Connect 1Password and Affinity in the Notis portal once.
- 2Create an automation named Weekly opportunity pipeline review.
- 3Tell Notis to review all Affinity opportunities and flag stale, high value, or incomplete deals using relevant secure context from 1Password.
- 4Choose a recurring weekly schedule and select a report channel.
- 5Test with one real opportunity and confirm the report format.
Questions about this workflow
Does this workflow change opportunities?
No. It reads Affinity opportunity data and returns a review for you to act on.
What if an opportunity lacks a needed field?
Notis marks the missing information so you can supply it or update Affinity manually.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Affinity. A trigger fires from one place; an action lands in another.
1password 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.
1password and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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