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Question

Creating a new opportunity in Affinity triggers a new task in Notion

  • March 25, 2025
  • 2 replies
  • 8 views

Hi!

I’m trying to set up a Zap where whenever a specific person creates a new opportunity in Affinity, a task is created in Notion to remind them to update the information for that organisation.

It kind of works, but with the “New Opportunity” trigger in Affinity, I can’t seem to add a filter based on the opportunity owner. So, right now, the task isn’t specific to whoever created the opportunity — it triggers for everyone.

Is there a way to filter by the owner or make sure the task is assigned only when that specific person creates the opportunity?

Thank you!

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • March 25, 2025

Hi ​@Volta Circle HQ 

Try adding a Filter as Zap step 2: https://zapier.com/apps/filter/integrations#help


SamB
Community Manager
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  • Community Manager
  • April 17, 2025

Hi there, ​@Volta Circle HQ 👋

How did you get on with that Filter action Troy suggested adding? Did it allow you to successfully limit the Zap to only continue for opportunities with a specific owner?

Looking forward to hearing from you! 🙂