Check a deal mentioned in a new email
When a new message names a deal, Notis can retrieve the matching Affinity opportunity's basic details to help you decide what needs attention.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Deal details can be buried in email while your team is trying to keep several conversations moving at once.
- Bring basic opportunity details into the email triage report.
- Reduce manual searches for a deal mentioned in a message.
- Flag unclear deal references instead of assuming a match.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Affinity once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe that new emails naming a specific opportunity should trigger an Affinity lookup and a summary of basic opportunity details.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real email that clearly names an existing opportunity.
Questions about this workflow
Does this retrieve opportunity custom fields?
No. The listed single-opportunity action provides basic details. Field data requires the appropriate list-entry endpoints and export permission.
Can it update deal stage based on the email?
No. The available action retrieves opportunity details; it does not update stages or fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Affinity. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
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.
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.
Gmail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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