Bring Affinity list-entry context into project reviews
Get relevant list-specific company details alongside the AccuLynx project update that brought them to your attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s list entries
Summarizes a company’s entries across all lists.
Why this helps
A company name alone may hide important relationship details stored in different Affinity lists.
- Review list-specific company fields together.
- Include available entry metadata such as creation date and author.
- Use project updates to prompt focused relationship checks.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Project relationship context.
- 3Tell Notis to retrieve and summarize the named company's Affinity list entries when a project webhook arrives.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real company and project update.
Questions about this workflow
What information can the list-entry lookup include?
It can summarize company data across lists, including list-specific fields and metadata such as creation date and author, subject to permissions.
Are list entries always available?
Access requires the Affinity export data from lists permission. Notis should report when access is unavailable.
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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