See a credential holder's relationship history across lists
Collect the list context already associated with a credential holder so your next conversation starts informed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
A person's relationship history may be split across lists, forcing founders to repeat searches before following up.
- Review list-specific fields and entry metadata together.
- See when entries were created and by whom when returned.
- Spend less time switching among lists to understand a contact.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential holder list history.
- 3In one instruction, ask Notis to identify the person from the webhook and summarize their Affinity list entries with relevant fields and metadata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one known person and confirm export data from lists permission is available.
Questions about this workflow
What permission does this need?
The connected Affinity user needs export data from lists permission.
Does this return only basic person details?
This action summarizes the person's rows across lists, including available field data and entry metadata.
Can a credential event identify the person automatically?
It can if the webhook payload contains a dependable identifier. Otherwise, provide matching context and have Notis flag ambiguity.
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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