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Notis

Get a focused Affinity brief when you need one

Send Notis a question from a form or internal tool. It checks your Affinity user context and prepares a short brief to help you decide what to do next.

Trigger

Webhook received

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

Action

Get current user

Retrieves information about the current user.

Why this helps

A quick question about your Affinity setup can turn into a distracting search across tools and notes.

  • Get a brief in response to an incoming HTTP request.
  • Keep the answer centered on your Affinity user context.
  • Choose a report channel for the result.

Setup

Build it in a few focused steps.

  • 1Connect Notis to Affinity once in the portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Describe how Notis should use your Affinity user context to answer the incoming request.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real request and review the report.

Questions about this workflow

Does this workflow search all my Affinity records?

No. Its selected action retrieves current user metadata. It does not search companies, people, lists, or opportunities.

What starts the workflow?

An external tool or custom backend sends an HTTP request to the Notis webhook.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Affinity. A trigger fires from one place; an action lands in another.

Active campaign 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.

Active campaign and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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