See where a renewing company already appears in Affinity
Know which Affinity lists include the company before you decide how to coordinate its renewal follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s lists
Lists the lists that contain a company.
Why this helps
Renewal work slows down when nobody knows which Affinity list holds the relevant company relationship.
- See list membership metadata for a matched company.
- Avoid repeated searches across Affinity lists.
- Give the renewal owner a quick starting point for 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 identify the company from the webhook context, retrieve its Affinity lists, and report the matching evidence.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Pick a destination for run reports.
- 5Test with one real company and confirm the identity match before relying on the summary.
Questions about this workflow
Does this retrieve detailed list fields?
No. This action returns metadata about the lists on which the company appears. Use a list-entry retrieval workflow when detailed entry data is needed.
What if the webhook does not include a reliable company identifier?
Notis should report that the match is uncertain and ask for review. The available actions cannot infer a definitive identity from missing information.
Can it add the company to another Affinity list?
No. The listed action is read-only and only reports list membership metadata.
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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