Keep credential program deal context in view
Review the relevant opportunity basics on a schedule, then make outreach decisions with current context in hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a single opportunity
Retrieves basic details about an opportunity.
Why this helps
Credential partnerships can overlap with active deals, and missing that context may lead to poorly timed follow-up.
- Retrieve basic details for a specified opportunity.
- Frame the review around program information supplied by your team.
- Avoid claiming custom opportunity fields are available from the basic lookup.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential linked deal review.
- 3In one instruction, ask Notis to retrieve the specified opportunity's basic details and summarize how they relate to credential program context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a known opportunity and verify that the returned details support the review.
Questions about this workflow
Can I retrieve opportunity custom fields with this action?
No. This single opportunity action returns basic details. Field data requires the applicable list entry endpoints and export permission.
Where does the opportunity identifier come from?
Provide it in the instruction or in context supplied to the workflow. The source has no trigger event in this package.
Will this update deal stages?
No. It retrieves opportunity details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Affinity. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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