Track the sale after document approval
When a document workflow confirms a sale is ready to record, pass the subscriber and campaign details to Deadline Funnel through Notis.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Track Sale Webhook
Record a subscriber’s sale in a campaign through its tracking webhook.
Why this helps
A completed approval can get separated from sales tracking when the two steps live in different tools. That gap makes it easy to delay recording the sale.
- Record a sale for a subscriber in a specific campaign.
- Connect a document-related approval cue to the next sales tracking step.
- Reduce manual re-entry when the required campaign webhook details are available.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Deadline Funnel once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to record the approved sale using the campaign sales webhook details and subscriber information supplied by your process.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real, approved sale and confirm it appears in the intended campaign.
Questions about this workflow
What is required to track a sale?
The action records a sale for a subscriber in a specific campaign using the campaign-generated sales-tracking webhook details.
Can the action generate its own sales token?
No. Generate the campaign-specific webhook details after creating or retrieving the campaign, then provide the required details to the tracking step.
Does Affinda expose an approval trigger here?
No. A Notis webhook starts the automation when an HTTP request arrives. Your process must send that request at the appropriate point.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Deadline funnel. A trigger fires from one place; an action lands in another.
Affinda triggers
Deadline funnel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Email Link Redirect
Redirect an email link to the subscriber’s correct before- or after-deadline destination.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Generate Sales Tracking Webhook URL
Generate campaign-specific details for tracking sales through a webhook.
Get Account ID
Retrieve the Deadline Funnel account ID.
List Campaigns
Retrieve existing campaigns and their names and IDs.
Start Deadline via Custom Webhook
Start an individual subscriber’s deadline tracking through a custom webhook.
Track Sale Webhook
Record a subscriber’s sale in a campaign through its tracking webhook.
Connect any two apps with Notis in the middle.
Affinda and Deadline funnel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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