Bring competitor ad context into pipeline reviews
Start a pipeline discussion with a concise view of current opportunities and relevant competitor advertising research.
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
Pipeline reviews can miss market context when opportunity records and competitor campaign research are checked separately.
- Gather current opportunity basics for a review brief.
- Add relevant Adyntel competitor ad observations where available.
- Make missing opportunity field data clear so the team knows what to supply.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Affinity opportunities and summarize relevant Adyntel competitor ad context, noting that the opportunity action returns basic information only.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real pipeline review and confirm the limits are clear.
Questions about this workflow
Does this retrieve custom opportunity fields?
The listed get-all-opportunities action returns basic information and excludes field data.
Can Notis add the results to opportunities?
No. This action retrieves opportunity information and does not update records.
What if the Adyntel report does not identify a relevant competitor?
The report should say no relevant match was found or that the needed information was unavailable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Affinity. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.