Prepare Campaign Tracking Details for Upcoming Sales
Put the tracking parameters in the planning report before the next deal reaches its sale event.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Generate Sales Tracking Webhook URL
Generate campaign-specific details for tracking sales through a webhook.
Why this helps
Sales tracking preparation often happens at the last minute, when campaign details are harder to locate and verify.
- Review upcoming deal context on your chosen cadence.
- Retrieve existing campaigns relevant to that planning work.
- Generate the campaign-specific details needed for later sale tracking.
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 opportunities you specify, retrieve relevant existing Deadline Funnel campaigns, and generate their sales tracking webhook details.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real opportunity and campaign.
Questions about this workflow
Does this track a sale before it happens?
No. It prepares sales tracking webhook details for later use. Recording a sale is a separate action.
Will Notis know which opportunities are upcoming?
Only if the relevant Affinity data and your criteria are available in the run. Missing fields or baselines should be supplied or reported.
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.