Bring Affinity contact context into your research handoff
Give each researched contact a quick CRM context check before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all persons
Lists people.
Why this helps
A promising contact can reach your outreach queue without the relationship context already in Affinity.
- Review person information already available in Affinity.
- Pair contact research with existing CRM context.
- Make the next outreach decision with less tab switching.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Affinity once in the Notis portal.
- 2Create an automation and describe how to review a researched contact against Affinity.
- 3Choose a webhook trigger for the completed contact research.
- 4Choose where Notis should send run reports.
- 5Test with one real contact and verify the returned context.
Questions about this workflow
Does the workflow create or update a person?
No. The selected action retrieves people. It does not create or change records.
What if the research result does not identify a matching person?
Have the automation report that it could not confidently match a person rather than assume a record.
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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