Review the right partner list when a credential event arrives
Bring a credential signal to the Affinity list that matters, and get a concise review of its available entries and fields.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
A credential milestone can call for partner follow-up, but finding the right list and scanning its rows takes time.
- Summarize list entries and selected fields returned by Affinity.
- Use a list identifier supplied in the webhook or instruction.
- Flag missing list context rather than selecting a list by guesswork.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential partner list review.
- 3In one instruction, ask Notis to retrieve and summarize entries from the specified Affinity list using the credential event context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real event and a list the connected Affinity user can export.
Questions about this workflow
What must be specified to retrieve a list?
The relevant list needs to be identified, and the connected Affinity account must have export data from lists permission.
Can the workflow decide which list based on a credential payload?
It can use a list identifier or clear selection rule you provide. It should report ambiguity if the event does not identify a suitable list.
Which records can a list contain?
The action supports entries for companies, persons, or opportunities, depending on the selected list.
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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