Find company records that fit your affiliate partner criteria
Get a recurring, focused scan of Affinity companies to help you decide which organizations may merit an Adtraction partnership conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
Potential partner information can sit in a company directory without a clear next step for affiliate outreach.
- Review paginated Affinity company information against criteria you provide.
- Summarize the records that may fit your affiliate partner profile.
- Reduce manual directory scanning during partner discovery.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Affinity once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Affinity companies and summarize those that match the partner criteria you provide for Adtraction.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm the required Affinity export permission is available.
Questions about this workflow
Can this include company custom fields?
Yes, when field identifiers or types are specified, but field metadata may need to be retrieved first and export permission is required.
Does this workflow automatically send partner outreach?
No. It reviews company information and reports possible fit; it does not send outreach.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Affinity. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.