Bring opportunity context into a research handoff
Keep web findings and the relevant opportunity record together for the 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
Research can be handed off without the deal context needed to interpret it.
- Retrieve basic details for a specific opportunity.
- Keep research review connected to a relevant deal record.
- Make missing field-level context visible.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe which opportunity context to include with research.
- 3Choose a webhook trigger for the completed research task.
- 4Choose where Notis should send run reports.
- 5Test with a known opportunity and review field data limitations.
Questions about this workflow
Will this return custom opportunity fields?
No. This action returns basic details. Field data requires specific list entry endpoints and permission.
Can Notis decide which opportunity matches the research?
Only when the research provides enough identifying information. Ask it to flag ambiguous matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Affinity. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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