Get an Affinity opportunity brief beside parsed deal context
Bring the parsed document and the matching opportunity details into one focused brief, so you can review the deal without hunting through multiple screens.
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
A parsed deal document and its Affinity opportunity details live in separate places, making quick review harder than it needs to be.
- Pair document context with basic details for a specified opportunity.
- Get a compact brief for review or follow-up planning.
- Keep the automation grounded in information actually returned by Affinity.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to use the parsed document context to summarize a specified Affinity opportunity and call out missing details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real parsed deal document and its known opportunity identifier.
Questions about this workflow
Does the opportunity lookup include custom field data?
The single opportunity action returns basic details. Field data requires separate list entry APIs and the required Affinity permission.
Does this workflow find a matching opportunity automatically?
The provided action retrieves a single opportunity. Supply its identifier or an unambiguous reference in the request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Affinity. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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