Check a lead contact's Affinity list history
See the relationship details already recorded for a contact before choosing the next step on a new lead.
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 new lead can look unfamiliar even when the contact already appears in relationship lists.
- Find list entries associated with the person.
- Review available fields and entry metadata.
- Give lead follow-up more relationship context.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Lead contact history.
- 3Tell Notis to retrieve the named contact's Affinity list entries and summarize useful context for each new lead webhook.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real lead contact.
Questions about this workflow
What permission does this require?
Affinity requires the export data from lists permission to retrieve a person's list entries.
Will it find a person from any incomplete lead details?
A reliable lookup needs enough identifying information in the webhook request. Notis can flag an ambiguous or unsuccessful match.
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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