Keep a prospect's Affinity list memberships in view
A scheduled glance at list membership can help you resume relationship research without starting from scratch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s lists
Lists the lists that contain a person.
Why this helps
Contact context is easy to forget when research is spread across prospecting and relationship tools.
- See the lists associated with a specified person.
- Reduce the effort needed to restart prospect research.
- Receive the check in a chosen report channel.
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.
- 3Tell Notis which person to check and ask for a summary of their Affinity lists.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real contact and review the result.
Questions about this workflow
Does this return the contents of every list?
No. It returns metadata about the lists on which the given person appears. Use the list entries action for entry details, subject to permissions.
Can I use an Aeroleads event as the trigger?
Aeroleads has no trigger events in this workflow package. Use a Notis schedule or webhook.
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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