Turn an Agiled update into a focused Affinity deal review
Start a review when an Agiled project or process reaches your chosen point, then let Notis gather Affinity opportunities and prepare a clear snapshot.
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
Deal reviews get postponed when project work and pipeline context live in separate tools.
- Creates a timely snapshot without manually opening Affinity.
- Keeps the review focused on opportunity data Affinity provides.
- Sends the run report to a channel you choose.
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 tell Notis the outcome in plain language from any channel.
- 3In one instruction, ask Notis to retrieve Affinity opportunities and summarize their available details for a deal review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real example, such as an Agiled project milestone request.
Questions about this workflow
Does this trigger automatically when an Agiled event happens?
Agiled trigger events were not provided for this workflow. The automation starts when its Notis webhook receives an HTTP request.
Does Affinity return every opportunity field?
The all-opportunities action returns basic opportunity information and excludes field data. Request detailed list-entry data separately if needed and available.
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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