Review an Affinity list when you need it
Request a focused list review for planning, diligence, or meeting prep, with missing details clearly identified.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Pulling useful context from a list can mean paging through many records and fields before you can make a decision.
- Retrieve entries from a selected list using supported field selection.
- Summarize the returned companies, people, or opportunities for a specific review.
- Call out unavailable fields and gaps so the report stays grounded.
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 list entry reviews.
- 3Tell Notis which list to review and how to summarize the returned entries without inferring absent fields.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real list request and confirm export permissions and returned fields.
Questions about this workflow
Can this read any list's records?
The Affinity account must have the export data from lists permission. The action returns data according to the specified fields and the list selected.
Does this change list records?
No. This action retrieves list entries for review and does not modify them.
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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