Get a quick context card for an Affinity opportunity
Refresh your context on one opportunity before deciding what to do next.
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 a follow-up, it takes time to reopen the right record and reconstruct the basics.
- Look up one opportunity by identifier
- Get a concise reminder of basic details
- Prepare for a follow-up with less searching
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation with a name and report channel.
- 3Tell Notis to retrieve the submitted opportunity and present its basic details as a context card.
- 4Choose the Notis webhook trigger and test with a real opportunity identifier.
- 5Choose where run reports should go and compare the card with the Affinity record.
Questions about this workflow
Does this include opportunity custom fields?
No. The single-opportunity action returns basic details. Field data requires the relevant list-entry data and permissions.
What should the webhook request contain?
Include the Affinity opportunity identifier that Notis should retrieve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Affinity. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Affinity.