Add Affinity user context to a webhook review
Start a review through an HTTP request and include the current Affinity account context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get current user
Returns metadata about the current user.
Why this helps
Automated reviews can be harder to interpret when you cannot tell which Affinity account context they ran under.
- Start a workflow from an HTTP request
- Retrieve current user metadata from Affinity
- Make reports easier to interpret with account context
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Describe what current user metadata to retrieve and include in the report in one instruction.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test by sending one real HTTP request and review the returned metadata.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it.
Does it retrieve team or organization records?
No. The listed action returns metadata about the current Affinity user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Affinity. A trigger fires from one place; an action lands in another.
Agent mail 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
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
New Email Received
Trigger for new emails in an AgentMail inbox
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Agent mail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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