See a contact's Affinity history across lists
Bring list context together before you decide how to nurture an important relationship.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
A person's relationship history can be difficult to piece together from separate lists.
- Summarize a person's entries across lists.
- Include available entry metadata in review context.
- Prepare relationship maintenance with less manual searching.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe the contact history summary you need.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with a person record and confirm export data from lists permission.
Questions about this workflow
What does the action return?
It summarizes a person's list rows, field data, and entry metadata such as creation time and author when available.
Does this update contact records?
No. It retrieves list entries for review.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.