Review Affinity companies alongside AccuLynx account context
Turn a recurring company scan into a short list of relevant overlaps for your project and relationship review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
A growing company directory makes it easy to miss organizations relevant to active jobs or incoming leads.
- Review company records on a recurring schedule.
- Surface potential overlaps with supplied AccuLynx account context.
- Receive a concise report instead of scanning records manually.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Company overlap review.
- 3Tell Notis which AccuLynx account context to compare with Affinity companies and what overlaps to report.
- 4Choose a recurring schedule and report channel.
- 5Test with one real company example.
Questions about this workflow
Does Affinity provide the AccuLynx account data for comparison?
No. The AccuLynx account context must be supplied to Notis or otherwise made available to the automation.
Can it read custom company fields?
The action supports company information and custom fields when the request specifies field IDs or field types. Access may require export permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Affinity. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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