Start your day with a scheduled Affinity opportunity scan
A regular snapshot can make it easier to notice deals that deserve attention. Notis retrieves Affinity opportunities on your schedule and turns the results into a readable report.
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
Manually checking the opportunity pipeline can become another recurring task that gets postponed or forgotten.
- Review opportunity records on a recurring schedule.
- Get a concise summary without manually opening Affinity to browse.
- Keep the report clear about the action's available data and limits.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled review.
- 3Tell Notis to retrieve opportunities and summarize the returned records, noting that this action does not include field data.
- 4Choose the Notis cron trigger and set the recurring schedule, then select where run reports should go.
- 5Test with one real run and check that the report matches the opportunity data returned.
Questions about this workflow
Will the scheduled scan include custom opportunity fields?
No. The all opportunities action provides basic information and excludes field data. Field data requires other supported endpoints and permissions.
Can I choose a report destination?
Yes. During setup, choose where Notis should send the automation's run reports.
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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