Check the company profile before you handle a client request
Give client requests a faster start by bringing the relevant Affinity company details into a clear context note.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
Important company context can be overlooked when a client request is handled without checking the relationship record.
- Retrieve the matched company's basic information and requested fields.
- Prepare a context note for a client task.
- Highlight permission or field gaps before action.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation asking Notis to identify the company from the request context, retrieve permitted profile fields, and summarize relevant details.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Pick where run reports should be delivered.
- 5Test with a real client request and confirm the company match and fields.
Questions about this workflow
Are all company fields returned by default?
No. The action returns basic information by default. Specific field data requires field ids or field types and the necessary permission.
Can this update the company profile?
No. The listed action retrieves company information only.
What should I do if the profile cannot be retrieved?
Ask Notis to report the missing permission or field information clearly so you can check the connected account or supply the needed context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.