Add portfolio context to company research
Bring CRM company information into the moment a new company research task is complete.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all companies
Lists companies.
Why this helps
A company may look new in a browser while already appearing in the CRM with useful context.
- Review company information already held in Affinity.
- Reduce duplicate investigation across browser and CRM.
- Highlight where additional company detail may be needed.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe how to compare researched companies with Affinity data.
- 3Choose a webhook trigger for completed company research.
- 4Choose where Notis should send run reports.
- 5Test with a real company and verify matching assumptions.
Questions about this workflow
Does this retrieve custom company fields?
The action supports field identifiers or field types. The automation can only use fields that are requested and returned.
Does it update the company record?
No. This action retrieves companies and their available 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.
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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