Keep a recurring view of Affinity opportunities
Set a regular inventory of your opportunities so planning starts with a clear view of the basic deal information available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all opportunities
Lists opportunities.
Why this helps
A pipeline-wide review takes time to assemble when you have to open and scan opportunities one by one.
- Provides a recurring high-level opportunity inventory.
- Reduces manual opening and scanning of deal records.
- Supports planning with data the action actually returns.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the intended result to Notis.
- 3Ask Notis in one instruction to retrieve Affinity opportunities and summarize their basic details.
- 4Choose a recurring schedule and the report channel.
- 5Test with one real run and confirm the report reflects basic opportunity data.
Questions about this workflow
Will this include custom opportunity fields?
No. The all-opportunities action provides basic information and excludes field data. Detailed fields require the relevant list-entry endpoints and permission.
Can it flag changes from last week?
Only with a reliable baseline supplied or available to the automation. The action itself does not specify historical change data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Affinity. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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