Bring company list history into prospect research
See the list entry context Affinity has for a company before planning an investor or sales conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s list entries
Summarizes a company’s entries across all lists.
Why this helps
Company research loses useful context when list-specific details and record history are checked manually across tools.
- Summarize returned company data across lists.
- Review list-specific fields and entry metadata.
- Reduce manual checking before company outreach.
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.
- 3Ask Notis to identify the company from the webhook input and summarize its Affinity list entries and returned metadata.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company and verify the detail is available.
Questions about this workflow
What permission does this action require?
Affinity's export data from lists permission is required.
Does the result preserve list sorting?
This action's description does not specify sort behavior. Ask Notis to summarize returned entries without assuming a particular order.
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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