Bring Agiled contact context into your Affinity research
When you are researching a person in Affinity, ask Notis to retrieve relevant Agiled contacts so you can review the relationship in one run.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Contacts
Retrieves contacts.
Why this helps
Contact context split across tools can slow down research and make duplicate outreach more likely.
- Retrieve Agiled contacts from a research prompt.
- Reduce manual app switching during contact review.
- Check available contact context before planning outreach.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Agiled once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a prompt for contact lookup.
- 3Tell Notis to search or retrieve Agiled contacts using the name or context you provide from Affinity.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real contact and confirm the returned results.
Questions about this workflow
Does the workflow create or update contacts?
No. The available Agiled action retrieves contacts. It does not create or update them.
What should I provide to identify a person?
Provide a name or other search context you have. The result depends on what Agiled returns and the available search filters.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Agiled. A trigger fires from one place; an action lands in another.
Affinity triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Creates a new expense.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Creates a new project.
Create Task
Creates a new task.
Create Ticket
Creates a new support ticket.
Get Contacts
Retrieves contacts.
Get Currencies
Retrieves the available currencies.
Get Deals
Retrieves deals.
Get Employees
Retrieves employees.
Connect any two apps with Notis in the middle.
Affinity and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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