Check the current Affinity account context
Get the connected user's Affinity metadata on demand when you need to confirm which account context is active.
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
When switching between workspaces or accounts, it can take extra steps to confirm which Affinity user is connected.
- Retrieve metadata about the current Affinity user.
- Start the check only when needed through a webhook.
- Receive a concise account-context report.
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 to retrieve and summarize metadata about the current Affinity user.
- 4Pick a webhook as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does this retrieve other users' records?
No. The action returns metadata about the current user.
What starts the lookup?
An HTTP request to the Notis webhook starts it.
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.
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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.
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Lists the lists that contain a company.
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Lists companies.
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Lists entries on a selected list.
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Get all persons
Lists people.
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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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