Look Up Tracking Details During a Pipeline Review
Use the current pipeline review to prepare the campaign-specific details needed for a later sale-tracking step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Generate Sales Tracking Webhook URL
Generate campaign-specific details for tracking sales through a webhook.
Why this helps
Campaign tracking details can take time to find after the pipeline review is over and the sale is ready to record.
- Find existing campaigns before retrieving their tracking details.
- Prepare campaign-specific parameters for later sale tracking.
- Keep the lookup tied to the pipeline context that prompted it.
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 Affinity pipeline context you identify, retrieve existing campaigns, and get the sales tracking webhook details for the campaign you specify.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real pipeline example.
Questions about this workflow
Can the action be used to start subscriber deadlines?
No. This action generates sales tracking webhook details. Starting a subscriber deadline requires the custom webhook action and its required values.
What if the campaign is not specified?
Notis can return the available campaigns and ask you to identify the relevant one, rather than selecting without your criteria.
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.
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.
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.