Check the Affinity opportunity before following up
Get basic details for a known Affinity opportunity alongside a prospect handoff, so a deal does not lose its context.
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
Prospect follow-up can miss an existing deal when opportunity context is stored separately from lead research.
- Retrieve basic details for a specified opportunity.
- Bring deal context into a prospect review.
- Make handoffs easier to understand.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from your usual channel.
- 3Ask Notis to use the supplied opportunity identifier to retrieve and summarize its basic Affinity details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity and confirm the detail level meets your need.
Questions about this workflow
Will this return custom opportunity fields?
No. This action returns basic opportunity details. Field data requires a relevant list entry action and export data from lists permission.
Can the webhook identify an opportunity from an email alone?
The action needs enough information to identify the opportunity. Supply an opportunity identifier or other supported input; do not assume email matching is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Affinity. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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