Check a company record before handing off research
Confirm that a researched business matches the right Affinity company before passing the work along.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
Similar company names can make a research handoff point to the wrong CRM record.
- Retrieve one company record for focused review.
- Use requested company fields when available.
- Reduce ambiguity in research handoffs.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe which company details to verify.
- 3Choose a webhook trigger for completed company research.
- 4Choose where Notis should send run reports.
- 5Test with one known company and confirm export all organizations directory permission.
Questions about this workflow
Will it return company field data automatically?
Basic information is returned by default. Request field identifiers or field types for field data.
What permission does Affinity require?
The action requires export all organizations directory permission.
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.
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.
Agentql and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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