Make Affinity people reviews easier to start
A recurring people review can help you decide where to focus relationship attention, with Notis gathering Affinity records into a concise report.
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
Keeping track of people to revisit often depends on remembering to open Affinity and search through contacts.
- Prepare a predictable people review from retrieved Affinity records.
- Apply focus criteria you provide in the prompt.
- Keep the next relationship review in one report.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis what people details and supplied review criteria to use in the report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the results.
Questions about this workflow
Will this retrieve every person in Affinity?
The action supports paginated access and may require special permissions for bulk extraction. Access depends on your Affinity permissions and request.
Can the report say who needs follow-up?
It can apply rules you supply to available data. If recent contact history or another baseline is missing, provide it or leave that judgment out.
Does the workflow send outreach?
No. The listed action retrieves person data and does not send messages.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Affinity. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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