Find existing list context for contract signers
Make it simple to see whether a signer already appears in your relationship lists before the team follows up or files the document away.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
Signers may already be tracked in several relationship lists, but finding those records takes time and repeated searching.
- Review a person's list entries and associated metadata.
- Reveal existing relationship tracking around a contract signer.
- Help the team avoid duplicating follow-up or missing prior context.
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 signer context review.
- 3Ask Notis to extract signer identities from processed contracts and retrieve matching Affinity person list entries, summarizing available context.
- 4Choose a recurring schedule and set the report destination.
- 5Test with one real contract and verify the person match.
Questions about this workflow
Does this require export permission?
Yes. Person list entries require the export data from lists permission.
Will it change any list entries?
No. It retrieves existing entries and reports the context.
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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