Connect research findings to an Affinity opportunity
Put fresh research beside the opportunity it may affect and get a clear starting point for your next deal 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 new finding can be overlooked when a founder has to manually locate the related opportunity and reconstruct its context.
- Connect research findings with an existing opportunity
- Retrieve basic opportunity context for review
- Make decision preparation easier
Setup
Build it in a few focused steps.
- 1Connect Agenty and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Ask Notis to retrieve the matching Affinity opportunity after Agenty research and summarize the available basic details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity and identify any field data that is unavailable through this action.
Questions about this workflow
Does this retrieve custom opportunity fields?
No. The action provides basic opportunity details. Field data requires specific list entry APIs and the appropriate export permission.
What happens if research does not identify an opportunity?
Prompt Notis to report that no matching opportunity was identified and avoid presenting an unverified match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Affinity. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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