Turn credential events into company context
Give your team a clear view of a credential holder's company relationships without digging through every Affinity list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s list entries
Summarizes a company’s entries across all lists.
Why this helps
A newly credentialed person may have investor, partner, or customer context scattered across Affinity lists, making follow-up slower.
- Review company context alongside list-specific fields and entry metadata.
- Reduce manual searching before a credential-related conversation.
- Keep the result grounded in data returned by Affinity.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential holder company brief.
- 3In one instruction, ask Notis to use the webhook payload to identify the relevant company and summarize its Affinity list entries, fields, and metadata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real credential event and confirm the company match and returned details.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts it. Configure the credential system or your backend to send the event payload.
Does this issue or change credentials?
No. Accredible is the event source here, and the Affinity action reads company list entries.
What if the webhook does not identify a company?
The instruction should ask Notis to report that the match is unclear instead of guessing. Supply a reliable company identifier in the webhook payload.
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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