Know which Affinity lists to check after a document arrives
Turn a parsed document into a useful pointer to the Affinity lists that may already contain the company or person it mentions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
Important context may already exist in Affinity, but finding the right list takes manual searching across an unfamiliar workspace.
- Identify available Affinity lists that may be relevant to an extracted organization.
- Reduce time spent searching the CRM after receiving a document.
- Give reviewers a clear next place to look without claiming a match the data cannot establish.
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.
- 3Ask Notis to use the parsed document's organization or person details to retrieve Affinity list metadata and report likely places to inspect.
- 4Choose a Notis webhook trigger and select where run reports should go.
- 5Test with one real parsed document and verify the suggested lists.
Questions about this workflow
Does list metadata prove that a person or company is on a list?
No. This action returns metadata about lists. Use the report as a search guide, not proof of membership.
What starts this automation?
An HTTP request to its Notis webhook. A document processing system can call it when Affinda has finished parsing.
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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