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Notis

Get the basics on a specific opportunity

Request one opportunity lookup when you need a fast answer about a deal already tracked in Affinity.

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

Finding one deal's basic details can interrupt the work you were trying to finish.

  • Start a lookup from an HTTP request
  • Get basic details for a specific opportunity
  • Reduce manual searching during active work

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.
  • 3Ask Notis to retrieve the basic details for the opportunity identified by the incoming request.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real opportunity identifier and check the returned details.

Questions about this workflow

Does this return custom field data?

The single-opportunity action provides basic details. Its description says field data requires the specific list entry APIs.

Can a webhook start this lookup?

Yes. A Notis webhook trigger starts the automation when an HTTP request arrives.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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