Review the opportunity behind a new slide
Know the basic opportunity record before you move to the next slide.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Opportunity checks get skipped when deck updates happen faster than CRM reviews.
- Catch mismatched opportunity names
- Keep deck and pipeline reviews aligned
- Reduce manual CRM searching
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Affinity in Notis once.
- 2Create an automation named Slide opportunity snapshot.
- 3Tell Notis to identify the opportunity referenced on each new slide and return its basic Affinity details, flagging uncertain matches.
- 4Pick Google Slides New Slide Added as the trigger.
- 5Choose a report channel and test with a slide tied to an opportunity.
Questions about this workflow
Does this include custom opportunity fields?
The single opportunity action returns basic details; field data requires the relevant list entry endpoints.
What happens when no opportunity matches?
Notis reports no confident match so you can correct the name or provide an identifier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Affinity. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
Google Slides and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.