See company context across Affinity lists
Bring the available list history for a company into your recurring partner planning so you can make decisions with more context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a company s list entries
Summarizes a company’s entries across all lists.
Why this helps
A company's history can be spread across multiple lists, making it difficult to see the relationship at a glance.
- Summarize a company's data across its lists.
- Include available list-specific fields and entry metadata.
- Prepare recurring company context for partner planning.
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 the specified company's entries across Affinity lists and summarize context relevant to Adtraction partner planning.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm your account has export data from lists permission.
Questions about this workflow
What can the company history include?
The action can summarize company data across lists, including list-specific fields and metadata such as creation date and author, subject to access.
Does this show Adtraction commission history?
No. This action retrieves Affinity company list entries. Include Adtraction details separately if they are needed for the review.
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
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