Review your Affinity people directory with less effort
Turn a recurring contacts review into a readable report that helps you focus on relationships worth checking.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
A large contact directory is difficult to review consistently when each check requires manual searching and scanning.
- Summarize returned person records and available fields.
- Make incomplete or unclear contact data easy to spot.
- Keep relationship review on a regular cadence.
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 the people review.
- 3Tell Notis to summarize the returned people data and identify missing details without guessing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify permissions and returned fields.
Questions about this workflow
Will this retrieve every field automatically?
Affinity supports selected fields through field IDs or field types, and bulk extraction may need special permissions. The report can only use data the action returns.
Does this send outreach to contacts?
No. The selected action retrieves people data. It does not send email or create outreach.
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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