Review user access before investor training
See the existing Classmarker user roster on a regular cadence alongside the access context your team provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Users
Lists all users in the account.
Why this helps
Teams can lose track of which test taker accounts already exist while coordinating investor onboarding.
- Retrieve the existing Classmarker user roster
- Compare it with supplied onboarding context
- Reduce duplicate account checks
Setup
Build it in a few focused steps.
- 1Connect Affinity and Classmarker once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Classmarker users and summarize the roster against investor access planning context you provide.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real planning example and verify any potential gaps manually.
Questions about this workflow
Does this provision or modify user accounts?
No. It lists existing users for review.
Can it identify an Affinity contact with no Classmarker account?
Only if you provide the relevant contact context. The action retrieves Classmarker users, not Affinity contacts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Classmarker. A trigger fires from one place; an action lands in another.
Affinity triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Adds access codes to an access list to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Creates a new question category.
Create Group
Creates a group to organize users.
Create Question
Creates a question.
Create ClassMarker User
Creates a new user.
Delete Access List Item
Removes access codes from an access list.
Delete API Key
Immediately revokes an API key by deleting it.
Delete Group
Deletes a group.
Connect any two apps with Notis in the middle.
Affinity and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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