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Notis

See where an AccuLynx company appears in Affinity

Get the list context for a company tied to an AccuLynx job before deciding what deserves follow-up.

Trigger

Webhook received

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

Action

Get a company s lists

Lists the lists that contain a company.

Why this helps

Company context across separate project and relationship systems can take several searches to assemble.

  • See all lists associated with the company.
  • Bring project context into relationship review.
  • Avoid repeating company searches across Affinity.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Affinity once in the Notis portal.
  • 2Create an automation named Project company list check.
  • 3Tell Notis to use the company in each AccuLynx webhook to retrieve its Affinity lists and summarize them.
  • 4Choose the webhook trigger and a report channel.
  • 5Test with one real project company.

Questions about this workflow

Does this return the companies on each list?

This action returns metadata about the lists on which the given company appears. It does not return all list entries.

What if the company cannot be identified?

Notis can report that the lookup did not produce a match. Include a clear company name or identifier in the webhook request.

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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