See which Affinity lists include your client contact
Find the places a contact already appears in Affinity before you decide how to prepare or route follow-up work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s lists
Lists the lists that contain a person.
Why this helps
A contact may already be tracked in several places, but finding those list memberships interrupts the work at hand.
- Return list metadata for a matched person.
- Give a follow-up owner a quick path to relevant records.
- Reduce repeated contact searches.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that matches the supplied contact and retrieves the Affinity lists where that person appears.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Pick a destination for run reports.
- 5Test with one real contact and confirm the returned memberships.
Questions about this workflow
Does this show the person's details on each list?
No. It returns metadata about the lists the person appears on. The list entries action provides entry details.
What if there are duplicate contacts?
Ask Notis to flag possible duplicates and show the evidence it used. Review the match before relying on it.
Can the workflow add or remove list membership?
No. The available action only retrieves list membership metadata.
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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