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Notis

Bring the relevant Affinity contact into report review

When a report identifies a person connected to a relationship you track, give reviewers the report and that person's Affinity details together.

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

Reviewers may need to search Affinity manually to understand whether a named person has relevant relationship context.

  • Retrieve the identified person's basic Affinity details for review.
  • Include the report context and lookup result in one run summary.
  • Avoid searching for a contact by hand when the report provides a person identifier.

Setup

Build it in a few focused steps.

  • 1Connect Abuselpdb and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to retrieve the Affinity person identified in an incoming Abuselpdb report and summarize the report with the returned person details.
  • 4Choose the Notis webhook trigger and where run reports should go.
  • 5Test with one real report that includes a person identifier.

Questions about this workflow

Does this search Affinity by a person's name?

The listed action retrieves a single person. Provide a person identifier in the report so Notis can request the record.

Will it send investor outreach?

No. The available action retrieves person details. It does not send messages or update Affinity.

Can it include custom person fields?

The action supports field IDs or field types when available and requires permission to export all people.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abuselpdb to Affinity. A trigger fires from one place; an action lands in another.

Abuselpdb triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Abuselpdb and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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