Get ready for an opportunity review without the CRM scavenger hunt
Send a review request when an opportunity needs attention. Notis gathers the available basics and organizes the context you provide.
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
Before an opportunity review, founders often spend time opening records and collecting context instead of making a decision.
- Prepare for reviews with less record hunting
- Separate returned basics from supplied context
- Surface missing information before making a call
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to retrieve the requested opportunity's basic details and organize any supplied review notes, labeling information that is missing.
- 4Choose notis_webhook and trigger it when an opportunity needs review.
- 5Choose a report channel and test with one real opportunity example.
Questions about this workflow
Does the opportunity action return custom field data?
The listed action provides basic opportunity details. Field data requires specific list entry APIs and the appropriate Affinity permission, so provide any additional fields or notes in the request.
Can Notis decide whether to advance the opportunity?
Notis can organize evidence and surface gaps based on your instruction. Any decision criteria should be supplied by you, and the workflow does not update Affinity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Affinity. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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