Review Affinity contacts in your AccuLynx account context
Get a focused contact review for the accounts and projects that need your attention, without opening another research trail.
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
Important people connected to an account can be difficult to spot when contact records and project context live apart.
- Review Affinity people records in a recurring summary.
- Focus on accounts or projects you identify.
- See available person details in a single report.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Account contact review.
- 3Tell Notis which AccuLynx accounts to consider and what relevant Affinity people to summarize.
- 4Choose a recurring schedule and report channel.
- 5Test with one real account and contact.
Questions about this workflow
Can this search every Affinity person?
The action provides paginated access to person data. Bulk extraction may require special permissions, and field details depend on the requested fields.
Does this send investor outreach?
No. It reads people records and prepares a report. The available actions do not send messages.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.