Find where a company appears in Affinity
Request a compact map of a company's Affinity list presence when preparing for a call or reviewing a relationship.
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
Company context can be spread across multiple lists, making preparation slower and increasing the chance of missing a relevant record.
- Retrieve metadata for the lists containing a given company.
- Prepare for a conversation with a clearer view of where the company appears.
- Surface missing list context for follow-up research.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for company list context.
- 3Tell Notis to retrieve the company's Affinity lists and summarize the available metadata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company request and confirm the listed context.
Questions about this workflow
Does this return the company's list-entry fields?
No. It returns metadata about the lists on which the company appears. Use the company list-entries action for entry details, with the required permission.
Can a person trigger this from a chat?
The workflow trigger is an HTTP webhook. A chat or another tool can start it if it sends the request through an external tool or custom backend.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Affinity. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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