Find contact background sources before the conversation
Reduce pre-call searching by using Affinity contact details to navigate to the background sources you want to review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Navigate to URL
Navigate an existing browser session to a webpage.
Why this helps
A conversation can start with a rushed search for basic context about the person you are meeting.
- Get to the right public sources faster.
- Prepare for relationship conversations with relevant context.
- Keep searches anchored to the specific Affinity contact.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Anchor Browser once in Notis.
- 2Create an automation in Automations, New Automation, and name it for contact background prep.
- 3Tell Notis which public sources or search destinations to open using the submitted Affinity contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real contact and check that the browser navigates to appropriate pages.
Questions about this workflow
Does it create a profile or account on another site?
No. It navigates to pages using the existing browser session.
What if a contact has a common name?
Include a company, role, or other identifying context and have the automation report uncertainty when matches are unclear.
Will it send a message?
No. This workflow prepares background sources for you to review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Anchor browser. A trigger fires from one place; an action lands in another.
Affinity triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Create a browser profile from an active session to preserve its data.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Click Mouse
Click at specified coordinates in a browser session.
Delete Profile
Delete a browser profile.
Copy Selected Text
Copy the currently selected text in a browser session to the clipboard.
End All Sessions
End all active browser sessions.
Create Integration
Create an integration that is immediately available in browser sessions and profiles.
End Browser Session
End a specific browser session.
Create or Update Task Draft
Create or update a task’s draft version for development and testing.
Connect any two apps with Notis in the middle.
Affinity and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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