Keep your Affinity account context close at hand
A small scheduled account snapshot can make it easier to confirm which user context is connected to your workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get current user
Retrieves information about the current user.
Why this helps
When several tools and accounts are in play, it is easy to lose track of which Affinity user a workflow is operating under.
- Retrieve metadata about the current Affinity user.
- Receive the result in a chosen run report channel.
- Make account context easier to check periodically.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in Notis.
- 2Create an automation in Notis or tell Notis in plain language.
- 3Describe the current-user metadata you want summarized.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one run and confirm the report is useful.
Questions about this workflow
Does this list all Affinity users?
No. The selected action returns metadata about the current user.
Does it change user or account settings?
No. This action retrieves current-user metadata only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Affinity. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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