Prepare a recurring review of Affinity companies
Get a concise summary of the company information returned for a regular directory review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
A company directory is hard to review when each check means manually revisiting records and fields.
- Summarize returned company information in one report.
- Review specified custom fields when available.
- Reduce manual preparation for directory reviews.
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 and summarize the available company records, naming any field IDs or types you want included.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test one run and verify pagination and fields match your review needs.
Questions about this workflow
Can this retrieve company custom fields?
Yes, when field IDs or field types are specified. Affinity provides those through its company fields metadata action.
Does this action require permission?
Yes. Export permission is needed. Results are paginated, so confirm the returned scope is suitable for your review.
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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