Check an Affinity profile for a new lead contact
Get a quick view of the contact record already in Affinity when a new AccuLynx lead arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
A contact's existing profile context is easy to overlook when lead details arrive in a separate workflow.
- Retrieve a specific person's basic Affinity details.
- Request available fields where permission and field IDs allow.
- Keep lead and contact context together in a report.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Lead person profile check.
- 3Tell Notis to look up the contact in each AccuLynx webhook and summarize available Affinity profile details with the lead.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real lead contact.
Questions about this workflow
Does this return all custom person fields by default?
No. Basic information is returned by default. Specific field data requires field IDs or field types and may require export all people permission.
What happens if Affinity has several possible matches?
Provide enough identifying information for a reliable lookup. Notis can flag an ambiguous result for review.
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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