Check which Affinity lists contain a company
Ask Notis to find a company's list memberships when you need to understand its CRM context quickly.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s lists
Lists the lists that contain a company.
Why this helps
Finding a company's list memberships by hand adds another search step when you are preparing for a decision or conversation.
- Trigger the check with an HTTP request.
- Retrieve metadata for the lists on which a company appears.
- Get a quick membership summary without a full list-entry review.
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 how to identify the company from the request and summarize the Affinity lists on which it appears.
- 4Pick a webhook as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does this include the company's list entry fields?
No. This action returns metadata about the lists where the company appears. Use the company list entries action for list-specific entry data.
Can I start the check from another service?
Yes. Send an HTTP request to the Notis webhook to start the workflow.
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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