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Notis

Enrich an Affinity contact profile

For a specific research need, ask Notis to retrieve profile details from Data247 using the name and address you provide.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Append Profile Data

Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.

Why this helps

Scattered identity and contact details can make diligence feel like a string of disconnected lookups.

  • Requests consumer profile details based on name and address.
  • Can return identity, contact, demographic, property and vehicle details.
  • Keeps the lookup scoped to a supplied person and request.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Data247 once in the Notis portal.
  • 2Create a new automation in Automations, or tell Notis to create it from any channel.
  • 3In one instruction, ask Notis to retrieve a profile for the person described in each webhook request and report the returned categories.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real example and review the profile fields returned.

Questions about this workflow

What details can this profile include?

The action describes identity, contact information, demographics, property and vehicle details.

What input does this action use?

It retrieves a profile for a person based on their name and address.

Does this automatically write profile data into Affinity?

The listed Data247 action retrieves profile data. This workflow reports results and does not assume an Affinity update action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Data247. A trigger fires from one place; an action lands in another.

Affinity triggers

Data247 actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Append Email by Name and Address (v2)

Finds email addresses associated with a person’s name and postal address.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Append Gender by First Name

Estimates a person's gender from their first name.

ActionInstant

Append Name (CNAM Lookup)

Retrieves caller name information associated with a phone number.

ActionInstant

Append Phone to Contact

Finds phone numbers associated with a person's name and address.

ActionInstant

Append Property Data

Retrieves property details, including ownership and financial information.

ActionInstant

Append Profile Data

Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.

ActionInstant

Append Reverse Email Lookup

Finds contact information associated with an email address.

ActionInstant

Append Reverse Phone Lookup

Finds contact details associated with a phone number.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Data247, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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