Get a quick brief on an Affinity opportunity
Ask for a deal brief when a conversation or decision brings one opportunity back into focus.
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
When a deal resurfaces, finding its basic details and remembering what is known can interrupt the work already in front of you.
- Start a review from an HTTP request sent by a tool or custom backend.
- Summarize the selected opportunity's available basic details.
- Make missing context visible before you decide on next steps.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for opportunity briefs.
- 3Tell Notis to retrieve the requested Affinity opportunity and summarize available details, listing information that is absent.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity request and verify the brief.
Questions about this workflow
Does this action include custom list fields?
The single-opportunity action provides basic details. Field data requires the relevant list-entry action and the needed permissions.
What starts the workflow?
An HTTP request from an external tool or custom backend starts the Notis webhook trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Affinity. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.