Refresh company context before pipeline review
Get a recurring company information report for the pipeline companies you want to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Company Information
Why this helps
It is easy to spend a pipeline meeting reconstructing company context that could have been gathered beforehand.
- Prepare firmographic context ahead of a recurring pipeline review.
- Use brand identifiers included with the supplied company list.
- Receive results in the report channel you choose.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Brandfetch once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to retrieve company information for the brand identifiers you provide with pipeline context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real brand identifier.
Questions about this workflow
Does this workflow discover pipeline companies from Affinity?
No. Affinity has no trigger events in this package, so provide the company context and brand identifiers for the run.
What does the Brandfetch action focus on?
Get Company Information extracts company-related firmographic data for a given brand identifier.
Can the report include visual branding?
This action focuses on company information. Choose Get Brand Information if you also need logos, colors, or fonts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Brandfetch. A trigger fires from one place; an action lands in another.
Affinity triggers
Brandfetch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Information
Retrieves brand details such as logos, colors, fonts, and company information.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get GraphQL API Version
Retrieves the current GraphQL API version.
Get Brandfetch Taxonomy
Retrieves the classification taxonomy of industries, countries, and regions.
Get Transaction Info
Identifies a merchant from a transaction label and returns its brand information.
List Subscribable Events
Lists available webhook event types and their descriptions.
Search Brands
Searches for brands by name and returns matching brand information.
List Webhooks
Lists webhook configurations and their statuses.
Connect any two apps with Notis in the middle.
Affinity and Brandfetch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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