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Notis

Keep important relationship context ready

Prepare a recurring set of person briefs so useful context is ready before follow-up time.

Trigger

Recurring schedule

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

Action

Get a single person

Retrieves basic details and selected fields for a person.

Why this helps

Remembering who needs context before a conversation adds another task to an already full day.

  • Prepare context for selected people on a recurring schedule.
  • Summarize basic or requested person fields.
  • Make relationship preparation easier to resume.

Setup

Build it in a few focused steps.

  • 1Connect Abyssale and Affinity once in the Notis portal.
  • 2Create an automation in Automations, then New Automation.
  • 3Tell Notis which people to review and which returned details to summarize for recurring briefs.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real person identifier and verify the requested field data and access.

Questions about this workflow

Are detailed person fields returned automatically?

No. Use field IDs or field types to request detailed data. Basic information is returned by default.

What permission is required?

Affinity requires export all people permission for this action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Abyssale 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.

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

When this happens · Trigger

Do this · Action

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