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Notis

Give an Aeroleads contact a scheduled Affinity check

Set a recurring review for a specific contact and see the Affinity details available when the automation runs.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get a single person

Retrieves basic details and selected fields for a person.

Why this helps

A promising contact can sit untouched when checking another system for context never makes it onto the follow-up list.

  • Get a recurring reminder with available contact details.
  • Make follow-up reviews easier to pick back up.
  • Keep the check in a report channel you already use.

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.
  • 3In one instruction, name the contact to check and ask Notis to summarize the available Affinity details.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real contact and confirm the report contains useful context.

Questions about this workflow

Can this schedule search all Aeroleads leads automatically?

No. Aeroleads has no listed trigger or action here. Specify the contact to check in your instruction or supplied input.

Can Notis confirm whether a person has changed since the last run?

Only if prior results are available to the automation. Otherwise, ask it to summarize the current returned details; a baseline is not provided by this action.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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