Keep relevant partner contacts easier to find
Review Affinity people against your partner criteria and get a focused report to help plan thoughtful Adtraction follow-up.
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
Finding the right person for a partner conversation can mean searching through contact records without a clear filter.
- Review paginated Affinity person records against supplied criteria.
- Summarize contacts relevant to affiliate relationships.
- Use custom fields when supported and specified.
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 people and summarize contacts relevant to the Adtraction partner criteria you provide.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm your account's permissions for person data access.
Questions about this workflow
Can this retrieve every contact field?
Field data depends on specifying field IDs or types and on your account's access permissions. Bulk extraction may require special permissions.
Does the workflow send messages to contacts?
No. It reviews and summarizes contact records to support your follow-up planning.
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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