Get a useful brief when a deal needs attention
Send Notis a deal signal and get the relevant Affinity opportunity context in one clear summary.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all opportunities
Lists opportunities.
Why this helps
A deal alert can leave you switching between tools just to understand which opportunity needs attention.
- Review deal context without searching Affinity manually
- Get a concise summary tied to the incoming signal
- Keep attention on the next decision
Setup
Build it in a few focused steps.
- 1Connect Notis to Affinity once in the portal.
- 2Create a new automation in Automations, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to retrieve and summarize the opportunity records related to the incoming deal alert.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real webhook example and confirm the summary is useful.
Questions about this workflow
What should the webhook contain?
Include enough information, such as an opportunity ID, for Notis to identify which Affinity opportunity to retrieve.
Does this update the opportunity?
No. The selected Affinity action retrieves opportunity records so Notis can summarize them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Affinity. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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