Get Affinity context when a Salesforce opportunity changes
See the related Affinity deal details alongside each meaningful Salesforce opportunity update.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Important deal context lives in two systems, so reviewing an opportunity can mean repeated searches and tab switching.
- Brings related deal information into one run report.
- Reduces manual searching across CRM tools.
- Highlights when a matching Affinity opportunity cannot be identified.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3In one instruction, ask Notis to find the related Affinity opportunity and summarize its available details with the Salesforce change.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports go.
- 5Test with one real opportunity update.
Questions about this workflow
Does this update the Affinity opportunity?
No. The selected Affinity action retrieves opportunity details. The workflow prepares a report and does not update Affinity.
What if the matching opportunity is unclear?
Ask Notis to report that no confident match was found and include the Salesforce opportunity details needed for a manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Affinity. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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