Keep contract counterparties connected to your opportunity inventory
A recurring cross-check helps the team see whether contract parties are reflected in the opportunities tracked in Affinity.
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
A contract can arrive after a deal moves forward, making it hard to know whether the opportunity is tracked, closed, or still needs review.
- Compare contract parties with the available opportunity inventory.
- Spot likely relationships that deserve a status or documentation review.
- Give the team a repeatable cross-check for processed contracts.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give the inventory check a name.
- 3Ask Notis to compare contract parties with Affinity opportunities and report likely connections and cases with no apparent match.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with a real contract and confirm the opportunity summary is grounded in returned data.
Questions about this workflow
Can it retrieve list-specific opportunity fields?
The listed all opportunities action returns basic information and excludes field data.
Can it identify stale opportunities?
Only if dates or status details are available in the returned data. The action description does not promise those fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Affinity. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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