Find Affinity opportunities aligned with AccuLynx projects
Review possible project and opportunity alignment in one scheduled summary, with the relevant context close at hand.
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
Project work and relationship opportunities can move in parallel while useful alignment stays unnoticed.
- Review available opportunity details in one report.
- Compare opportunities with current project context you provide.
- Flag items that may merit a closer look.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Project opportunity scan.
- 3Tell Notis what AccuLynx project context to use and which Affinity opportunities to surface for review.
- 4Choose a recurring schedule and report channel.
- 5Test with one real opportunity and project example.
Questions about this workflow
Does the all-opportunities action include custom field data?
No. It returns basic opportunity information. Field data requires separate list-entry lookups and appropriate permissions.
Will Notis update opportunity stages?
No. The available Affinity action reads opportunities and does not update them.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.