Get a clearer company portfolio view for account planning
Bring company records into one scheduled review so portfolio planning starts with a useful summary instead of a manual data hunt.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
Agency account planning is harder when company details are spread across records and reviewed inconsistently.
- Review paginated company records on a regular cadence.
- Use returned company fields to support account planning.
- Surface missing data that needs a 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 relevant Affinity company data and summarize it for agency portfolio planning.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test a run and confirm requested field data is available to your account.
Questions about this workflow
Can this retrieve every company field automatically?
Field ids or field types may be specified, and metadata can be retrieved separately. The workflow should use only fields returned by the connected account.
Does this include data from all Affinity lists?
The action retrieves company information, not list entry data. Use a list-entry action if your planning depends on list-specific fields.
Can Notis calculate portfolio trends?
It can summarize and compare returned records, but any baseline or historical data not returned must be provided separately.
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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