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Notis

Find Affinity matches for new AccuLynx leads

See whether a new job lead connects to organizations already tracked in Affinity, without stopping to search by hand.

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 promising lead can be hard to place when the relevant investor or partner context is spread across lists.

  • Spot organizations already tracked in Affinity.
  • Review relevant list details alongside the incoming lead.
  • Keep lead triage in one run report.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Affinity once in the Notis portal.
  • 2Create an automation named Lead to Affinity match.
  • 3Tell Notis to compare each incoming AccuLynx lead with relevant Affinity list entries and summarize likely matches.
  • 4Choose the webhook trigger and a report channel.
  • 5Send one real lead example to test the result.

Questions about this workflow

Does this add a lead to an Affinity list?

No. The selected Affinity action reads list entries. Notis reports possible matches without changing Affinity.

What starts the workflow?

An HTTP request to the Notis webhook starts it. Include the lead details needed for comparison.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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