Make a scheduled review of Affinity opportunities
Bring returned opportunity basics into a regular review so open deal context is easier to scan.
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
Deal reviews take longer when opportunity records are scattered and nobody has prepared a concise view.
- Prepare a recurring summary of returned opportunity basics.
- Reduce manual effort before a deal review.
- Keep the run report in a chosen channel.
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 available Affinity opportunities and summarize returned basic details for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and check the summary against Affinity.
Questions about this workflow
Does this action include opportunity field data?
No. It returns basic opportunity information. For field data, use the relevant list entry endpoint and ensure the required export permission.
Can Notis summarize every opportunity in one run?
The action uses pagination. What is returned depends on the available pagination input and results; don't assume a complete export unless configured and verified.
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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