Keep a company's Affinity list memberships visible
See which Affinity lists include a company when you revisit prospect research on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a company s lists
Lists the lists that contain a company.
Why this helps
It is hard to route a company thoughtfully when list membership context is buried in another tool.
- Retrieve list metadata for a specified company.
- Make company routing decisions with current list context.
- Receive the result 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.
- 3Name the company to check and ask Notis to summarize the Affinity lists where it appears.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one company and confirm the listed metadata is useful.
Questions about this workflow
Does this show company fields from each list?
This action returns metadata about lists the company appears on. Use the list entries action for list-specific fields, with the required export permission.
Can I run this for a company supplied by Aeroleads?
Yes, if your instruction or run input identifies the company well enough for the Affinity lookup.
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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