Get a recurring overview of Affinity opportunities
Turn a scheduled opportunity pull into a clear snapshot that helps you decide what deserves attention next.
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
Pipeline review slips when checking opportunities means opening another app and rebuilding context from scratch.
- Review paginated opportunity data in one scheduled run.
- Ask Notis to group or summarize only details returned by Affinity.
- Make missing field-level context clear in the report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Affinity once in the Notis portal.
- 2Create an automation and describe the opportunity overview in one instruction.
- 3Choose a Notis cron schedule.
- 4Choose where Notis should send run reports.
- 5Test with one real example and specify any known opportunity IDs or review criteria.
Questions about this workflow
Does this action return custom opportunity fields?
The listed action returns basic opportunity information and excludes field data. The workflow should not claim to analyze fields that are not returned.
Can the report identify changes since the last run?
Only if a suitable baseline is supplied or retained elsewhere. The action description does not provide change history or a comparison baseline.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Affinity. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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