See whether contract parties are tracked in the right list
Connect legal document review with the list your team uses to track those relationships, and make gaps easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Contracts can name people and companies that are absent from the list where the team expects to track them.
- Find list entries that may correspond to contract parties.
- See available row fields and entry metadata in one review.
- Highlight contract parties with no apparent list match.
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 list review.
- 3Ask Notis to compare extracted contract parties with entries in the specified Affinity list and summarize matches and gaps.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test using one real contract and the intended Affinity list.
Questions about this workflow
Does the Affinity list action need special access?
Yes. Access requires the export data from lists permission.
Can the action preserve the list's order?
The listed action retrieves all list entries. No sort order guarantee is specified.
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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