Start the week with an Affinity opportunity scan
Let Notis gather opportunity records on a schedule and prepare a short review based on the priorities you specify, so pipeline context is ready when you need it.
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
A growing pipeline makes it harder to remember which opportunities need attention when the week begins.
- Bring opportunity records into a predictable review routine.
- Focus the summary around criteria and priorities you supply.
- Reduce time spent manually scanning the pipeline.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which opportunity details and supplied review criteria to include in a concise scan.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report fits your review routine.
Questions about this workflow
Does this action include opportunity custom field data?
The listed action returns basic opportunity information and excludes field data. Field data requires specific list-entry endpoints and the appropriate export permission.
Can Notis identify stale opportunities?
Only if the retrieved data supports that judgment or you supply the relevant history or baseline. Do not assume unavailable activity history.
Does the workflow update opportunity stages?
No. The available action retrieves opportunities; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Affinity. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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