Review your Affinity company directory with less effort
Turn a recurring company directory review into a digest that highlights the information you asked Notis to look for.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
Keeping a directory review moving can be difficult when it requires repeated searches and manual scanning.
- Retrieve paginated company information and custom fields where specified.
- Request data using available field IDs or field types.
- Get a recurring report through a Notis channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what company information to review and which available field IDs or field types it should request.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Can this retrieve company custom fields?
Yes, the action supports field IDs or field types. Field metadata can be retrieved separately through Affinity's company fields action.
Does the action require export permission?
Yes. Affinity's export permission is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Affinity. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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