Get a quick brief on one Affinity opportunity
When a deal comes up in a conversation, request its basic Affinity details and get a focused brief back.
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
Switching into a CRM to look up one deal can interrupt a conversation or pull you away from the work in front of you.
- Start the lookup with an HTTP request.
- Retrieve basic details for one opportunity.
- Receive the brief in a selected Notis report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to use the opportunity identifier supplied with the request to retrieve and summarize that opportunity's basic details.
- 4Pick a webhook as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
What starts the workflow?
An HTTP request to the Notis webhook starts it. ActiveMerge does not provide a trigger event here.
Does the brief contain opportunity custom fields?
The listed single-opportunity action returns basic details. Field data requires list-entry APIs and the required Affinity permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Affinity. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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