Find credential holders in your Affinity network
Get a recurring view of which known credential holders are already in your contact network, using a roster you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
Credential holder rosters and relationship records can drift apart, leaving useful connections unnoticed until someone searches manually.
- Compare Affinity people data with a credential holder roster supplied by you.
- Surface likely matches for a deliberate follow-up review.
- See mismatches or missing identifiers instead of silently assuming a match.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential network contact scan.
- 3In one instruction, ask Notis to compare Affinity people data with a credential holder roster you provide and return likely matches with evidence.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a small real roster and review the matching criteria before relying on results.
Questions about this workflow
Does Affinity provide the Accredible roster for this workflow?
No. The roster or export of credential holders must be supplied by you; the listed Affinity action retrieves people data.
Will this contact scan update Affinity?
No. The supported action gets people records. It can prepare a review report, but it does not write changes to Affinity.
How should uncertain matches be handled?
Ask Notis to show the identifying evidence and mark uncertain matches for review rather than treating them as confirmed.
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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