Review your Affinity opportunities in one report
Make opportunity reviews easier to start with a recurring overview of available basic details.
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
A portfolio review loses momentum when you have to rebuild the opportunity list before discussing it.
- Start a review from a recurring opportunity overview.
- Keep basic opportunity details in one report.
- Identify where you need list entry data for more detail.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Affinity once in the Notis portal.
- 2Create a new automation in Automations with a name, prompt, and report channel.
- 3Ask Notis to retrieve all opportunities and summarize available basic details, noting that field data is not included.
- 4Choose a recurring schedule and report destination.
- 5Test with one real run and review the report.
Questions about this workflow
Does this action include opportunity field data?
No. It returns basic opportunity information. Field data requires the relevant list entry action and permissions.
Can I use this for a recurring deal review?
Yes. Set the automation to run on a recurring schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Affinity. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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