Get an Affinity company brief on demand
Ask for a company record when you need its available details, then get a brief in your chosen channel.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
A quick company lookup can turn into a distracting detour through CRM tabs and field lists.
- Retrieve basic details for a single company.
- Request specific company fields when field IDs or types are supplied.
- Start the lookup with an HTTP request.
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 which available fields to include in the brief.
- 4Pick a webhook as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Will this return company field data by default?
No. The action returns no field data unless field IDs or field types are specified.
Are there permission requirements?
Affinity requires export all organizations directory permission for this action.
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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