Bring company list details into a client task brief
Make client context easier to scan by gathering the company's available Affinity list details in one short brief.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s list entries
Summarizes a company’s entries across all lists.
Why this helps
List-specific company notes are easy to miss when client work starts in another app.
- Summarize a company's entries across Affinity lists.
- Include available list-specific fields and entry metadata.
- Reduce manual cross-list searching before a client task.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation asking Notis to match the company in the request, retrieve its Affinity list entries, and summarize details relevant to the task.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Choose where run reports should be sent.
- 5Test with one client company and confirm the returned entries and permissions.
Questions about this workflow
What details can be included?
The action can return list-specific fields and entry metadata such as creation date and author, subject to the fields requested and account permissions.
Does it include all data from the company profile?
It summarizes company list entries. Non-list-specific company fields are retrieved through separate company actions.
What permission may be required?
The action requires the Affinity permission to export data from lists.
When this happens · Trigger
Do this · Action
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.
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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