Bring Affinity deal context into a prospect handoff
Get the available opportunity basics into a handoff so a prospect review has useful deal context at hand.
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
A prospect handoff can overlook deal context when reviewing opportunities is a separate manual task.
- Review basic opportunity information returned by Affinity.
- Make the webhook report useful for a deal handoff.
- Reduce separate checks before a follow-up.
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 retrieve the relevant Affinity opportunities and summarize their basic details for the prospect handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real handoff and check the returned scope.
Questions about this workflow
Does this include custom fields on opportunities?
No. This action returns basic information and excludes field data. Field data requires specific list entry endpoints and permission.
Can it identify which opportunity belongs to a prospect automatically?
The action description does not promise prospect matching. Supply clear identifying context and verify the returned opportunities.
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
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.