Prepare a recurring review of Affinity people
Bring returned person records into a regular review so your next prospecting session can start with context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
Contact research can become a pile of disconnected lookups when there is no simple way to revisit people consistently.
- Summarize person details returned by Affinity.
- Review selected fields when specified and available.
- Make recurring prospecting preparation more consistent.
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 the intended person records and summarize the fields you need for prospecting.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one run and verify the returned record scope and details.
Questions about this workflow
Can the action return person custom fields?
Yes, using field IDs or field types. Bulk extraction requires special permissions and supports multiple parameters.
Will this automatically compare the people to Aeroleads?
No matching behavior is specified. Ask Notis to summarize the Affinity results, and provide any comparison data needed.
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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