Bring the right opportunity into a sales handoff
When a sales signal arrives, pull the matching opportunity basics into a short handoff note for your next decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single opportunity
Retrieves basic details about an opportunity.
Why this helps
A sales signal can lose momentum while someone searches for the related opportunity and prepares context for the next owner.
- Retrieve a single opportunity's available basic details.
- Prepare a concise handoff from a webhook signal.
- Make uncertain matches visible for a quick human check.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that uses the webhook context to identify and retrieve a related Affinity opportunity, then prepares a handoff summary.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Select a destination for run reports.
- 5Test with one real signal and verify the opportunity match.
Questions about this workflow
Does this action return opportunity custom fields?
No. It retrieves basic details. Field data requires list-entry APIs and the required export permission, which are not part of this selected action.
What if the signal does not include an Affinity opportunity id?
Notis can search using the supplied details only where the workflow has a grounded way to identify a record. If no reliable match exists, it should request review.
Does the workflow advance the opportunity?
No. This action reads opportunity details and does not change its stage or fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Affinity. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Agencyzoom and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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