Start the week with a clear renewal review brief
Get a scheduled view of the Affinity list records your team uses for renewal planning, ready to review before follow-up work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Renewal planning often starts with scattered searches and no consistent view of which records need attention.
- Put a recurring review on the calendar without manually gathering list data.
- Summarize available list fields for renewal planning.
- Make missing renewal context visible for the team.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that retrieves a chosen Affinity list and summarizes records relevant to AgencyZoom renewal planning.
- 3Set a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real list run and verify which fields are available.
Questions about this workflow
Does this discover upcoming renewals inside AgencyZoom?
No. AgencyZoom has no trigger events in this package, and the selected action reads an Affinity list. Include any renewal criteria or source data in the automation prompt or list.
Can I request a specific schedule?
Yes. Choose the recurring schedule in the Notis automation setup and use the timezone and cadence that fit your review routine.
Will the list keep its saved sort order?
The action retrieves list entries. No sort-order guarantee is specified, so ask Notis to organize the returned records only using fields actually present.
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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