Check opportunity context for an incoming request
See whether the request connects to an Affinity opportunity, with its available basic information in one report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all opportunities
Lists opportunities.
Why this helps
Address and delivery requests can arrive while deal context is elsewhere, making it harder to spot the opportunity involved.
- Search paginated opportunity records.
- Summarize basic information returned for relevant opportunities.
- Keep the request connected to deal context.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and Affinity once in Notis.
- 2Create an automation in Notis or tell Notis in plain language.
- 3Describe how request details should guide the opportunity search and summary.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request tied to a known opportunity.
Questions about this workflow
Will it include opportunity custom fields?
The all opportunities action returns basic information and excludes field data. Field data requires the relevant list entry actions and permissions.
Can it update an opportunity?
No. The available action retrieves opportunity data and does not update it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Affinity. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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