Check the company behind a credential event
Get a compact Affinity company record before your team decides whether a credential warrants outreach or research.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
A credential-related company signal can be hard to act on when basic company context is buried in a separate system.
- Retrieve basic company information for a matched company.
- Request specific available fields when their identifiers are known.
- Keep the lookup honest when access or identifiers are missing.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential company record lookup.
- 3In one instruction, ask Notis to resolve the company from the webhook and retrieve its basic record plus specified available fields.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a known company and confirm export all organizations directory permission.
Questions about this workflow
Will the lookup return all company fields by default?
No. Basic information is returned by default; field data requires specifying field IDs or types, which can be discovered through company field metadata.
What permission is required?
The connected account needs export all organizations directory permission.
Can a company be matched from a person's certificate alone?
Only when the payload or your instruction supplies reliable company context. Notis should flag uncertain associations.
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
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