Get an Affinity account context snapshot on request
When a teammate needs quick orientation, an HTTP request can ask Notis to retrieve current user metadata from Affinity and return the available account context.
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
Switching into a system just to confirm basic account context breaks focus during a busy day.
- Trigger the snapshot from a form or connected backend.
- Keep the result to current user metadata.
- Send the report to a channel your team already checks.
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.
- 3Tell Notis to return a concise snapshot of current user metadata and identify any missing context.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real request and review the report.
Questions about this workflow
Does the snapshot include team membership or permissions?
Only if current user metadata returns those details. The workflow should not infer them when they are absent.
Can this check deal ownership?
No. This action returns metadata about the current user and does not retrieve opportunity or list data.
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.
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.
Active campaign and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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