Connect a parsed contract to pipeline context
Let Notis check whether a parsed contract may relate to an Affinity opportunity, so important commercial context is easier to find.
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
A signed agreement can be separated from the opportunity history that explains the relationship, leaving teams to reconstruct context manually.
- Surface possible opportunity matches from a contract's organization and deal details.
- Bring basic opportunity information into the contract review.
- Help reviewers spot opportunities that need a status or documentation check.
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 name it for contract opportunity review.
- 3Tell Notis to compare contract details with Affinity opportunities and summarize likely matches, missing matches, and uncertainty.
- 4Choose a Notis webhook trigger and select a report destination.
- 5Test with one real parsed contract and review the opportunity context.
Questions about this workflow
Will this confirm that an opportunity is won?
No. The action returns basic opportunity information. Ask Notis to report only what is present in the returned data.
Can it retrieve opportunity custom fields?
The listed action excludes field data. Use available specific endpoints and permissions outside this action if those fields are required.
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
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.