Keep an eye on your Affinity opportunities
Get a recurring opportunity overview so you can decide what deserves a closer review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all opportunities
Lists opportunities.
Why this helps
A long opportunity list can hide which deals need your attention when you have limited time to scan it.
- Receive a recurring opportunity inventory.
- Use returned opportunity details to prioritize a closer review.
- Avoid starting every deal review from a blank search.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Describe the opportunity overview you want from the returned records.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Does the opportunity action include custom field data?
The action returns basic opportunity information and excludes field data. For field data, use the relevant list entry endpoints and required export permission.
Can the report rank opportunities by a custom score?
Only if that score is available in the returned data or you provide it as a source. The action does not supply missing fields or a historical baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Affinity. A trigger fires from one place; an action lands in another.
Abstract 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
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Abstract and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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