See where a document's company already appears
Turn a company name in an Affinda processed document into a quick overview of its existing Affinity list presence.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s lists
Lists the lists that contain a company.
Why this helps
The same company can be tracked in several Affinity lists, and discovering that context takes repeated searching.
- See the Affinity lists associated with an extracted company.
- Understand whether the company appears in multiple tracking contexts.
- Give the team a focused starting point for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for company list lookup.
- 3Ask Notis to use the document's extracted company identity to retrieve its Affinity lists and summarize the returned list metadata.
- 4Choose a Notis webhook as the trigger and set the report destination.
- 5Test with one real parsed document and verify the company match.
Questions about this workflow
Does this return list entry fields?
No. This action returns list metadata for the company. Use a list entry action when row fields are needed.
What if the company name has variants?
Ask Notis to report the exact extracted name and any candidate match separately so the reviewer can verify identity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Affinity. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.