See which opportunities deserve your affiliate follow-up
Use a recurring opportunity review to make partner decisions with less context switching between Adtraction and Affinity.
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
When open opportunities and affiliate relationships are reviewed separately, it is easier to miss which item needs attention next.
- Summarize basic information across Affinity opportunities.
- Use supplied criteria to flag opportunities relevant to affiliate work.
- Create a recurring review point for partner follow-up decisions.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Affinity once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Affinity opportunities and summarize which ones match the Adtraction partner criteria you provide.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm your Affinity account has export data from lists permission.
Questions about this workflow
Does the opportunity action include custom field data?
No. It returns basic opportunity information. Field data requires the specific list entry APIs and export data from lists permission.
Can Notis decide priority without my criteria?
Notis can summarize the returned information, but your prioritization rules or relevant Adtraction activity must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Affinity. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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