Get the deal details you need for partner follow-up
Bring a single Affinity opportunity into view when you are preparing the next step with an Adtraction partner.
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
Looking up a deal mid-conversation can break focus and delay a useful follow-up.
- Retrieve basic details for one Affinity opportunity on demand.
- Keep follow-up preparation tied to a specific deal.
- Summarize the returned details in a focused report.
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 the specified Affinity opportunity and summarize details relevant to your Adtraction partner follow-up.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real example by sending an HTTP request that starts the run.
Questions about this workflow
Will this return custom fields for the opportunity?
No. This action returns basic opportunity details. Field data requires the relevant list entry endpoint and export data from lists permission.
How does the run know which deal to look up?
Provide the opportunity identifier or enough context in the HTTP request or instruction.
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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