Confirm the Algodocs account behind a deal operations request
When account context matters, verify the authenticated Algodocs identity before acting on a request related to your Affinity workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Current User
Retrieves information about the current user.
Why this helps
An unclear connected account can make it hard to know where a deal operations request is being handled.
- Retrieve the current Algodocs user information for operational context.
- Make the account identity visible in the Notis run report.
- Use an explicit webhook request as the moment to perform the check.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Algodocs once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the Algodocs identity check.
- 3In one instruction, ask Notis to retrieve the current Algodocs user and summarize the returned identity for the supplied request context.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and verify the reported identity.
Questions about this workflow
Does this action authenticate Algodocs?
No. The API key must already be configured. Get Current User retrieves account information after authentication to verify identity.
Does it confirm the identity of an Affinity contact?
No. It returns the current authenticated Algodocs user. It does not look up Affinity contacts or establish a relationship between accounts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Algodocs. A trigger fires from one place; an action lands in another.
Affinity triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Retrieves information about the current user.
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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