Add deal research findings to an Agenty list
Keep research findings together in a list your team can revisit, instead of scattering notes across tabs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add List Rows
Add rows to an existing list.
Why this helps
Useful company findings are easy to lose when research is spread across separate tools.
- Append findings to an existing Agenty list.
- Keep research output in a reusable structured destination.
- Reduce repeated searching for earlier findings.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agenty once in Notis, and make sure an Agenty list already exists.
- 2Create an automation and describe which deal research facts to add as rows.
- 3Choose the webhook trigger and provide the Affinity deal context.
- 4Choose where run reports should go.
- 5Test with one real deal and confirm the new row matches the list schema.
Questions about this workflow
Does this workflow create the Agenty list?
No. The action adds rows to an existing list, so prepare the list and its schema first.
What if a research value is unavailable?
Tell Notis to leave it blank or mark it unavailable. Do not infer facts the source does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agenty. A trigger fires from one place; an action lands in another.
Affinity triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add List Rows
Add rows to an existing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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When this happens · Trigger
Do this · Action
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