Request an Affinity opportunity brief whenever you need one
Get a deal snapshot at the moment a decision is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Preparing for a call often means hunting through pipeline records at the last minute.
- Create instant deal briefs
- Prepare for calls faster
- Keep summaries consistent
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Affinity in Notis once.
- 2Create an automation named Opportunity brief on demand.
- 3Tell Notis to retrieve the referenced Affinity opportunity and summarize its known details and missing information.
- 4Choose a webhook as the trigger and select a report channel.
- 5Test by sending one real opportunity reference.
Questions about this workflow
What data is available for a single opportunity?
Affinity returns basic opportunity details by default; list-entry data may require the relevant list endpoint and permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Affinity. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
Timelinesai and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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