Keep deal context with the message you sent
Check a deal-related sent email against Affinity so the opportunity's basic details are easy to review when planning follow-up.
Trigger
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.
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
After sending a deal update, the next follow-up can slip when opportunity context is in another app and the next step is not top of mind.
- Bring opportunity details into the report for a sent deal email.
- Make follow-up review easier after an important conversation.
- Surface ambiguity when the deal name is not clear.
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 sent emails clearly about an opportunity should trigger an Affinity lookup and a short summary of the opportunity's basic details.
- 4Choose the Email Sent trigger and select where run reports should go.
- 5Test with one real sent email about a known opportunity.
Questions about this workflow
Will this change the opportunity after the email is sent?
No. The listed action reads basic opportunity details and does not update Affinity.
Will it show custom deal fields?
Not through the single-opportunity action. Field data requires the relevant list-entry lookup and export permission.
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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