Confirm the contact record before sharing research
Get the available Affinity details for a researched person before the next action is planned.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
A contact handoff can be incomplete when existing person details are left behind in the CRM.
- Retrieve basic details for a specific person.
- Request available person fields when needed.
- Make identity and context review part of the handoff.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe which contact details to include.
- 3Choose a webhook trigger for completed contact research.
- 4Choose where Notis should send run reports.
- 5Test with a known person and confirm export all people permission.
Questions about this workflow
Are person fields returned by default?
Basic information is returned by default. Use field identifiers or field types for detailed data.
What permission is required?
Affinity requires export all people permission for this action.
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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