Keep contract counterparties visible in Affinity
Make contract review less dependent on memory by turning extracted counterparties into a recurring Affinity directory check.
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
Contract counterparties can remain buried in documents, leaving teams unsure whether the CRM has a current record or multiple versions.
- Identify counterparties with no obvious company record.
- Flag likely duplicate company profiles for human review.
- Create a repeatable check that does not rely on someone remembering to search.
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 the contract company audit.
- 3Ask Notis to extract contract organization names and compare them against Affinity companies, reporting missing and likely duplicate records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real contract and review the findings.
Questions about this workflow
Does the workflow create or merge company records?
No. It retrieves company data and reports likely gaps or duplicates for review.
What should I do with a possible duplicate?
Review the source documents and Affinity profiles before deciding whether the records represent the same organization.
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
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