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Notis

Include Account Context in Your Deal Review

Give the next campaign operations step the account identifier and deal context it needs in one run report.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get Account ID

Retrieve the Deadline Funnel account ID.

Why this helps

A deal review may be complete, but a downstream campaign handoff can still pause while someone looks up the account ID.

  • Retrieve account ID as part of an on-demand handoff.
  • Keep the identifier with the deal context that prompted the work.
  • Reduce a separate lookup during campaign operations.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Deadline Funnel once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, ask Notis to review the specified Affinity deal context and retrieve the Deadline Funnel account ID for the handoff report.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real handoff example.

Questions about this workflow

Does retrieving the account ID also start a deadline?

No. Starting an individual subscriber deadline is a separate action that requires the account ID, token, and email.

Can Affinity start this directly from an event?

Affinity has no trigger events listed here, so the workflow starts with a Notis webhook.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Deadline funnel. A trigger fires from one place; an action lands in another.

Affinity triggers

Deadline funnel actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Email Link Redirect

Redirect an email link to the subscriber’s correct before- or after-deadline destination.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Generate Sales Tracking Webhook URL

Generate campaign-specific details for tracking sales through a webhook.

ActionInstant

Get Account ID

Retrieve the Deadline Funnel account ID.

ActionInstant

List Campaigns

Retrieve existing campaigns and their names and IDs.

ActionInstant

Start Deadline via Custom Webhook

Start an individual subscriber’s deadline tracking through a custom webhook.

ActionInstant

Track Sale Webhook

Record a subscriber’s sale in a campaign through its tracking webhook.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Deadline funnel, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Deadline funnel.