See where a credential company's relationship context lives
Find the Affinity lists that already contain a company connected to a credential event, then route the review to the right owner.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s lists
Lists the lists that contain a company.
Why this helps
Teams can miss existing relationship context when they do not know which Affinity list holds a company's record.
- Reveal all lists returned for the matched company.
- Reduce duplicate research across teams.
- Use list metadata to decide where to review the relationship.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential company list coverage.
- 3In one instruction, ask Notis to identify the company from the webhook payload and report the Affinity lists where it appears.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real event and confirm the company identity before using the list results.
Questions about this workflow
Does this workflow read the rows on each list?
No. It retrieves list metadata for the company. Use a separate list-entry retrieval when you need row details.
What information should the webhook include?
Include a dependable company name or identifier that Notis can use to resolve the relevant Affinity company.
Can this create or move a company between lists?
No. The selected Affinity action only returns the lists where the company appears.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Affinity. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.