Bring a contact's list history into your follow-up prep
See the available relationship history for a person across Affinity lists before planning your next partner conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
A contact's relevant context can be scattered across lists, making follow-up feel like a fresh search each time.
- Summarize a person's data across lists.
- Include available field data and entry metadata such as creation time and author.
- Prepare context for future partner follow-up in a recurring run.
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 person's entries across Affinity lists and summarize context relevant to Adtraction partner follow-up.
- 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 history can this return?
It can summarize rows for a person in all lists, including available field data and entry metadata like creation time and author.
Will this discover Adtraction activity automatically?
No. Adtraction has no trigger events here. Supply any relevant Adtraction information separately if it should be part of the summary.
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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