Turn an Aeroleads prospect into an Affinity contact review
Bring a new prospect into focus with the Affinity person details you need for a thoughtful next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all persons
Lists people.
Why this helps
Prospects and relationship context live in different places, making it easy to start outreach without checking what your team already knows.
- Check whether a prospect already has an Affinity record.
- Review returned person details before sending outreach.
- Reduce context switching during prospect research.
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.
- 3Describe that a prospect webhook should look up the person in Affinity and summarize available details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect and confirm the result is useful.
Questions about this workflow
Does Aeroleads provide a native trigger for this workflow?
No. Start it with a Notis webhook, which accepts an HTTP request, and provide the prospect information in that request.
Will the lookup return every Affinity field?
The available person fields depend on the Affinity action and access permissions. Ask Notis to report only the returned details.
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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