Prepare an Affinity opportunity brief for new meetings
Walk into every deal conversation with the opportunity record ready.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
New meetings often get scheduled before anyone assembles the latest deal context.
- Speed up deal preparation
- Surface opportunity context
- Reduce meeting anxiety
Setup
Build it in a few focused steps.
- 1Connect Outlook and Affinity in Notis once.
- 2Create an automation named New meeting opportunity brief.
- 3Tell Notis to identify the relevant opportunity from the event details and summarize its available information.
- 4Choose New Calendar Event as the trigger and select a report channel.
- 5Test it with one deal meeting.
Questions about this workflow
What if multiple opportunities are possible?
Notis can present the candidates and clearly flag that a manual choice is needed.
Does the brief include every custom field?
Only fields returned by the permitted Affinity endpoints are available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Affinity. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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 Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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 Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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