Connect Agencyzoom to Affinity
When something happens in Agencyzoom, Notis takes the next step in Affinity. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Agencyzoom to Affinity
Prepare Affinity review list for upcoming policy renewals
On an AgencyZoom webhook, review the supplied renewal context and retrieve the relevant Affinity list entries for a concise renewal follow-up brief.
Find Affinity list context for a renewal contact
Use renewal context sent from AgencyZoom to retrieve Affinity list entries associated with a person, then summarize the relationship details available for review.
Check Affinity list coverage for a renewing agency client
When AgencyZoom sends a renewal signal, look up the company's Affinity lists to see where the organization already appears and prepare a concise coverage note.
Create a weekly Affinity renewal review brief
On a schedule, retrieve entries from a chosen Affinity list and turn the available records into a compact review brief for AgencyZoom renewal planning.
Review Affinity opportunities for agency pipeline planning
On a recurring schedule, scan Affinity opportunities and create a concise planning summary for AgencyZoom sales and renewal coordination.
Prepare an Affinity people review for client follow-up
Schedule a periodic scan of Affinity people records and create a concise contact review to support AgencyZoom client follow-up planning.
Review Affinity companies for agency portfolio planning
On a recurring schedule, scan Affinity company records and prepare a high-level portfolio review to support AgencyZoom account planning.
Check an Affinity opportunity after an AgencyZoom sales signal
Use an AgencyZoom webhook to identify a related Affinity opportunity and summarize its available basics for a timely sales or renewal handoff.
Verify Affinity company context for an AgencyZoom client
When an AgencyZoom request arrives, retrieve a matched Affinity company profile with requested fields and summarize the details relevant to the client task.
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Affinity. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Affinity actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get a company s list entries
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
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13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Agencyzoom and Affinity
Connect any two apps with Notis in the middle.
Agencyzoom and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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