Prepare for a relationship conversation faster
Pull together the available Affinity person details when you need a quick refresher before reaching out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
Switching between a calendar, notes, and CRM to reconstruct a contact's context can delay a thoughtful follow-up.
- Retrieve the requested person's available basic or selected field data.
- Create a readable reminder of known details before a conversation.
- Flag missing context instead of filling gaps with assumptions.
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 person prep.
- 3Tell Notis to retrieve the requested person and summarize only returned details, calling out gaps.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real person request and confirm the result matches Affinity.
Questions about this workflow
Can this include custom person fields?
Yes, when the action request specifies available field IDs or field types and the account has the required export permission.
Will the workflow draft or send an email?
No. This Affinity action retrieves person data. It does not draft or send 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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