See campaign context during a deal review
Keep deal review and campaign discovery in one flow, with a concise summary of saved campaigns that may be relevant.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Campaign List
Lists all campaigns in the account.
Why this helps
Deal reviews and email campaign planning often happen in separate places, making useful context harder to find.
- Retrieve saved campaign listings when a deal review begins.
- Summarize potential relevance using the deal details supplied in the request.
- Avoid implying that Campaign Cleaner will edit or send a campaign.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Campaign Cleaner once in the Notis portal.
- 2Create the automation by describing the deal review outcome in plain language, or use Automations, New Automation.
- 3In one instruction, ask Notis to retrieve campaigns and summarize relevance using the deal context in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real deal review request.
Questions about this workflow
Does this update the Affinity deal or a campaign?
No. The listed Campaign Cleaner action retrieves the campaign list; this workflow summarizes the results.
What if the request has no campaign-related context?
Notis should say there is not enough information to identify relevant campaigns.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Campaign cleaner. A trigger fires from one place; an action lands in another.
Affinity triggers
Campaign cleaner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Campaign
Deletes a saved campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Campaign List
Lists all campaigns in the account.
Download Campaign PDF Analysis
Downloads a PDF analysis report for a processed campaign.
Get Campaign Status
Checks the processing status of a submitted campaign.
Get Credits
Retrieves the available credits; sending a campaign consumes credits.
Connect any two apps with Notis in the middle.
Affinity and Campaign cleaner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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