See a renewal contact's Affinity context before you reach out
Bring relationship history into the renewal moment so you can decide what to say with less tab switching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
A contact's policy renewal can arrive without the deal or relationship context needed for a thoughtful conversation.
- Surface list membership and entry details available for a person.
- Prepare a context summary before a renewal conversation.
- Identify missing or ambiguous contact matches for manual review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that uses the supplied contact details to retrieve that person's Affinity list entries and summarize relevant context.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one real renewal contact and check that the person match is correct.
Questions about this workflow
What information does the Affinity action return?
It returns a person's list entries with available field data and entry metadata, subject to the connected account's permissions.
Does this send a message to the contact?
No. It prepares a context summary in Notis. The action list provided here does not include sending messages.
What if more than one person could match?
Ask Notis to report the ambiguity and request a human check rather than choosing a contact without enough evidence.
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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