Use Affinity's lists to guide prospect routing
See the lists your team has in Affinity before deciding how to handle an incoming prospect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
Prospects are easier to route when the existing list structure is visible, but checking it manually interrupts focused work.
- Retrieve metadata about Affinity lists.
- Use existing list names and descriptions as routing context.
- Avoid guessing where a prospect should be reviewed.
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 retrieve Affinity list metadata and summarize which lists may be relevant to the supplied prospect context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one prospect and review the routing suggestion.
Questions about this workflow
Does this add the prospect to a list?
No. The action retrieves metadata on lists; it does not create list entries or change records.
Can Notis decide the right list?
It can reason over returned metadata and the prospect context you supply. Any criteria not present in the data must come from your instruction.
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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