Turn Affinity list entries into partner review context
Bring the entries from a relevant Affinity list into a concise review to help you make progress on Adtraction partner relationships.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Reviewing partner records across lists can create extra searching and make follow-up decisions harder to hold in mind.
- Summarize selected company, person, or opportunity entries from a list.
- Surface relevant record details for an Adtraction partner review.
- Reduce manual context gathering before deciding what to follow up.
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 entries from the relevant Affinity list and summarize the records that matter to your Adtraction partner review.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and confirm your Affinity account has export data from lists permission.
Questions about this workflow
Can this retrieve every kind of Affinity list entry?
The action supports company, person, or opportunity entries on a list, subject to the required export permission and available fields.
Does it monitor new Adtraction transactions?
No. This workflow runs on a Notis schedule and reads Affinity list entries. Adtraction exposes no trigger events here.
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.