Get an Affinity contact brief on demand
Send a request when you need context before a conversation, and get the available Affinity person details summarized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
Preparing for a call can mean searching across CRM records while trying to keep the conversation in mind.
- Request a person lookup when context is needed.
- Summarize the person details returned by Affinity.
- Keep preparation focused before a meeting or outreach.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Describe how Notis should summarize the requested person's available details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
How does the automation start?
An HTTP request from an external tool or custom backend starts the Notis webhook workflow.
Will it include every field on the person record?
The action returns basic information by default. Detailed fields require field ids or field types and the required Affinity permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Affinity. A trigger fires from one place; an action lands in another.
Abstract 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
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Abstract and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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