Check a prospect company against Affinity
Add a quick Affinity company check to a prospect handoff and see the profile information available to your account.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
A company can look like a fresh lead even when your team already tracks it in Affinity.
- Check for a matching company record.
- Retrieve specified company fields when available and permitted.
- Keep company research with the webhook report.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from your usual channel.
- 3Tell Notis how to identify the company and which available Affinity fields to summarize.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company and verify returned details.
Questions about this workflow
Are company fields returned automatically?
Basic information is available by default; field data requires specifying field IDs or types. This action requires export all organizations directory permission.
Can this create a company in Affinity?
No. The listed action retrieves a single company and does not create or update records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Affinity. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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