Audit list memberships for AccuLynx project contacts
Get a recurring view of where project contacts already appear in Affinity so relevant relationship context stays visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s lists
Lists the lists that contain a person.
Why this helps
Contact lists can change while project teams rely on memory to recall where a person is already tracked.
- Review list memberships for selected project contacts.
- Use project context you provide to focus the audit.
- Receive a repeatable summary for follow-up planning.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Project contact membership audit.
- 3Tell Notis which project contacts to review and ask for their Affinity list memberships.
- 4Choose a recurring schedule and report channel.
- 5Test with one real project contact.
Questions about this workflow
Does the action return detailed rows for each list?
No. It returns metadata about the lists where the person appears. Use the person list-entry action when you need entry details.
Does this add or remove people from lists?
No. The available action only retrieves list membership metadata.
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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