Make Affinity contact reviews easier to maintain
A recurring directory summary can help you keep relationship review on the calendar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
Contact directories can become hard to scan when relationship upkeep competes with everything else.
- Review person records in a predictable cadence.
- Focus attention on contacts needing human follow-up.
- Reduce manual directory browsing.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe the contact directory review you need.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with the people data available to your Affinity account.
Questions about this workflow
Can this bulk-export every person?
Bulk extraction may require special permissions. The action supports pagination and available person fields.
Does a directory review send outreach?
No. It retrieves contact information for review and does not send messages.
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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