Check opportunity details alongside an AccuLynx job
Bring the basic opportunity record into view when an AccuLynx job update points to a relationship worth checking.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single opportunity
Retrieves basic details about an opportunity.
Why this helps
Project and opportunity records can be hard to connect when each system needs a separate search.
- Look up a specific opportunity from a job-related request.
- Pair basic opportunity details with the incoming project context.
- Keep the review result in a Notis report.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Job opportunity context check.
- 3Tell Notis to retrieve the specified Affinity opportunity and summarize it with the AccuLynx webhook details.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real job and opportunity.
Questions about this workflow
Does the single-opportunity action return custom field data?
It returns basic details. Field data requires list-entry endpoints and the appropriate export permission.
Can the workflow update the opportunity?
No. The provided Affinity action retrieves opportunity details and does not modify the record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Affinity. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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