Get the contact context behind a credential signal
Bring a known person's Affinity details into the moment a credential event creates a reason to follow up.
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
Following up on a new credential without checking the existing person record can duplicate outreach or miss useful context.
- Retrieve basic person details and requested available fields.
- Use field metadata to identify fields when needed.
- Keep unknown or ambiguous contact matches visible.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential contact record check.
- 3In one instruction, ask Notis to match the person in the webhook and retrieve the basic record plus specific available fields.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a known person and confirm export all people permission.
Questions about this workflow
Does the action return every person field by default?
No. Basic information is returned by default. Use field IDs or types for detailed fields, identified via person field metadata.
What permission is needed?
The connected Affinity user needs export all people permission.
Does this send a follow-up?
No. It prepares a record check for your team; it does not send outreach.
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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