Add deal context to credential-linked outreach
Before reaching out, see the relevant opportunity basics your Affinity account can return from the credential signal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all opportunities
Lists opportunities.
Why this helps
A credential can prompt timely outreach, but acting without knowing whether a related opportunity exists risks awkward or duplicated follow-up.
- Surface basic opportunity information for a focused review.
- Use the event's company or person context to guide analysis.
- Avoid implying that unavailable opportunity custom fields were retrieved.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential opportunity context snapshot.
- 3In one instruction, ask Notis to use the webhook context to find relevant opportunities and summarize only the returned basic details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with an event tied to a known relationship and verify the matching rationale.
Questions about this workflow
Does Get all opportunities include custom field data?
No. It returns basic opportunity information and requires export data from lists permission. Field data requires the applicable list entry endpoints.
Will this send investor outreach?
No. The action retrieves information for a report; it does not send messages or modify opportunities.
What if the credential event does not identify an opportunity?
Ask Notis to report that no supported match was found and show the context used, rather than inventing a relationship.
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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