Keep client follow-up planning grounded in current contact records
Review available Affinity people data on a cadence that fits your agency, then use the summary to plan the next conversations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
Contact follow-up gets delayed when teams must repeatedly search for the people and context behind a client relationship.
- Create a recurring review of Affinity people data.
- Summarize only the contact fields available to the connection.
- Flag missing identity details before follow-up planning.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that retrieves Affinity people records and summarizes the contact information relevant to client follow-up planning.
- 3Set a recurring schedule as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one real run and review available fields and account permissions.
Questions about this workflow
Can the people action retrieve custom fields?
It supports field ids or field types, but the data available depends on the request and account permissions. Confirm the fields you need are returned in the test.
Will Notis know which contacts relate to AgencyZoom clients?
Only if that relationship is present in the supplied data or returned Affinity fields. Otherwise the report should identify the missing link.
Can this send a follow-up email?
No. The listed Affinity action retrieves people records; it does not send messages.
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.