Include Affinity account context in research reports
Bring basic account context into a research run report, so internal reviews have the same point of reference.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get current user
Retrieves information about the current user.
Why this helps
Internal reports can be harder to interpret when account context is separated from the research that prompted them.
- Include current Affinity user metadata
- Keep internal report context together
- Make research reviews easier to interpret
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 a name and prompt.
- 3Ask Notis to include current Affinity user metadata alongside the Agenty research report where relevant.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real run and confirm the returned metadata is appropriate for the report.
Questions about this workflow
Does current user metadata provide deal or contact details?
No. It returns metadata about the current Affinity user. Use company, person, opportunity, or list actions for record details.
Can the user metadata personalize outreach?
This workflow only includes internal account context in a report. It does not send outreach.
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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