Get opportunity context when you need it
Start a focused opportunity review from an HTTP request and receive the basic Affinity details in a concise report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single opportunity
Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.
Why this helps
Preparing for an opportunity review can get delayed when you need to find the right record and collect its basic context.
- Retrieve opportunity basics at the moment of review.
- Reduce manual record lookup.
- Create a clear starting point for the next decision.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to retrieve the specified Affinity opportunity and summarize the basic details for your review.
- 4Pick a webhook trigger and choose where run reports go.
- 5Test with one real opportunity identifier and review the returned summary.
Questions about this workflow
Does the action include opportunity field data?
The described action returns basic opportunity details. Field data requires the relevant list entry actions and permissions.
What starts the workflow?
An HTTP request to the webhook trigger starts the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Affinity. A trigger fires from one place; an action lands in another.
Canvas 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
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
New Canvas File Upload
Polls a Canvas course for new file uploads.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Canvas and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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