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See a company's Affinity list entry history alongside research

Use existing list records and entry metadata to add context to a newly researched company.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get a company s list entries

Summarizes a company’s entries across all lists.

Why this helps

Company history can be spread across lists, making diligence slower and more error-prone.

  • Summarize company data across its lists.
  • Include entry metadata such as creation date and author when returned.
  • Prepare a more informed diligence review.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Affinity once in the Notis portal.
  • 2Create an automation and describe the company list history summary you want.
  • 3Choose a webhook trigger for completed AgentQL research.
  • 4Choose where Notis should send run reports.
  • 5Test with one company and confirm the required Affinity export permission.

Questions about this workflow

What access is required?

Affinity requires the export data from lists permission for this action.

Can this change list history?

No. It retrieves company list entries and summarizes the returned data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Affinity. A trigger fires from one place; an action lands in another.

Agentql triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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