Add Affinity list context to a prospect handoff
Prepare a handoff with the relevant rows and metadata from the Affinity list you choose.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
A handoff can stall when someone has to open a list, find the right record, and explain its context by hand.
- Retrieve entries from a specified Affinity list.
- Ask for relevant fields using field IDs or types.
- Prepare a concise handoff from returned data.
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.
- 3Specify the Affinity list and ask Notis to summarize the matching returned entries and fields for the prospect handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company and verify the list and permissions.
Questions about this workflow
Can this query any Affinity list?
It retrieves entries for a specified list. You need the list identifier and the export data from lists permission.
Can it return people or opportunities as well as companies?
The action description supports companies, persons, or opportunities, depending on the chosen list and requested data.
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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