Check for an existing deal before adding it
Have Notis look for a matching record first, so you can decide whether to update an existing deal or log a new one.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List records
Retrieves records from an airtable table, with options for filtering, sorting, pagination, and specifying returned fields.
Why this helps
Repeated deal entries make it harder to trust a working tracker and spot the right next step.
- Find likely existing records before creating another.
- Make duplicate review part of the capture step.
- Keep the decision visible before any write action.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Airtable once in the Notis portal.
- 2Create an automation named Deal Match Review.
- 3Tell Notis to search Airtable for a matching deal using a shared identifier and report likely matches with their record details.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one deal that already exists in Airtable and inspect the result.
Questions about this workflow
Does this delete duplicate records?
No. It searches Airtable and reports likely matches for your review; it does not delete or modify records.
What makes a reliable match?
Use a value present in both systems, such as a consistent deal or organization name. Add an identifier if names are ambiguous.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Airtable. A trigger fires from one place; an action lands in another.
Affinity triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
Create Field
Creates a new field within a specified table in an airtable base.
Create multiple records
Creates multiple new records in a specified airtable table.
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Affinity and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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