Check Agenty company findings against Affinity
Before following up on a company, get the Affinity record details that are already available in a single short report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
A founder can waste time assessing a new company without knowing whether useful details already exist in Affinity.
- Check for existing company context after research
- Review selected Affinity company fields
- Make follow-up preparation quicker
Setup
Build it in a few focused steps.
- 1Connect Agenty and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, with its name and prompt.
- 3Ask Notis to look up the Affinity company record corresponding to the Agenty result and summarize available details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company and confirm the lookup returns the expected record context.
Questions about this workflow
Can the lookup return company field data?
Yes, when field IDs or types are specified and the connected account has the required export all organizations directory permission.
What if the company is not found?
Ask Notis to report that no matching Affinity company was returned and keep the result clearly separate from confirmed record details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Affinity. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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