Get a scheduled snapshot of Affinity opportunities
Start your review with one current opportunity snapshot instead of opening records one by one.
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
Opportunity reviews are easy to postpone when gathering the current pipeline means repeating the same manual search.
- Get a recurring view of opportunities returned by Affinity.
- Reduce the effort of starting a pipeline review.
- Use the report to spot records that may need a closer look.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the opportunity review.
- 3Tell Notis to retrieve Affinity opportunities and summarize the basic information returned.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run it once and review the report against a real Affinity opportunity.
Questions about this workflow
Does this action include opportunity field data?
The all-opportunities action returns basic opportunity information and does not include field data. Field data requires specific list-entry endpoints and the relevant permission.
Can I choose how often it runs?
Yes. Choose a recurring schedule as the trigger when creating the automation.
Does it change opportunity stages?
No. This workflow retrieves opportunity information and produces a report; it does not update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Affinity. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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