Turn renewal context into a focused Affinity review
Start from an AgencyZoom renewal signal and give yourself one clear place to review related Affinity records before following up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Renewal details and relationship context live in separate systems, making it easy to miss a timely follow-up.
- Review relevant Affinity list records alongside a renewal signal.
- Reduce manual searching before preparing a customer follow-up.
- Keep the result focused on data returned by Affinity.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation and ask Notis to review the supplied renewal context and retrieve relevant Affinity list entries for a follow-up brief.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Select where Notis should send run reports.
- 5Test with one real renewal example and confirm the retrieved data supports the brief.
Questions about this workflow
Does AgencyZoom provide a built-in trigger here?
No. This workflow starts with a Notis webhook, which can be called when your AgencyZoom process sends an HTTP request.
Can this action update an Affinity record?
No. The selected Affinity action retrieves list entries. Notis can summarize returned information, but it does not write changes through this action.
Will every renewal automatically match an Affinity entry?
Only if the supplied context and returned Affinity data identify a relevant record. Ask Notis to flag uncertain matches for review.
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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