Make contact relationship reviews easier to finish
Gather a person's available list context into one scheduled review so follow-up planning has a clear starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
Contact histories spread across lists can make routine relationship reviews feel like a research project.
- Review person list entries on a recurring schedule.
- Summarize available fields and entry metadata in one report.
- Surface incomplete relationship context for human follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation asking Notis to retrieve person list entries and summarize relationship context relevant to agency follow-up.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test one run with a known person and confirm the required list export access.
Questions about this workflow
Does this action return list metadata as well as fields?
Yes. It can return field data and entry metadata such as creation time and author, subject to permissions.
What permission is required?
Affinity's export data from lists permission is required.
Can this replace a formal compliance audit?
It is a summary of returned Affinity data for review. Do not treat it as a formal audit unless your process defines and validates it that way.
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.