Check the contact profile before your next client action
Bring permitted contact details into the task that needs them, without losing focus to a manual profile search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
Client tasks often arrive without the relationship details needed to handle the next conversation confidently.
- Retrieve basic person details and requested fields.
- Prepare a contact context note for the incoming task.
- Flag missing identity matches or permissions clearly.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that matches the person using the supplied task details, retrieves permitted Affinity fields, and summarizes relevant context.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Choose a destination for run reports.
- 5Test with one real contact and validate the match and returned fields.
Questions about this workflow
Are all person fields included automatically?
No. Basic information is returned by default; detailed fields require field ids or field types and the needed permission.
Can the action search for people without a reliable identifier?
The action retrieves a single person. Provide enough context to identify the intended person, and ask Notis to flag ambiguity.
Does this update contact records?
No. The action reads a person profile and does not change it.
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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