Check Affinity opportunity details when a Pipedrive deal is created
Keep deal context aligned across Pipedrive and Affinity as soon as a new opportunity appears.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 deals can move forward before anyone checks whether the corresponding Affinity opportunity already exists.
- Find related opportunity records quickly
- Reduce duplicate research across tools
- Give the team a clear next step
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Affinity in the Notis portal once.
- 2Create a new automation and name it for deal opportunity checks.
- 3Tell Notis to find the matching Affinity opportunity for each new Pipedrive deal and summarize its available details.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose a report channel, then test with one real deal.
Questions about this workflow
What if no matching opportunity exists?
Notis can report that no match was found and include the identifying deal details.
Does this create or update Affinity records?
No. This workflow only retrieves and summarizes an Affinity opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Affinity. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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