Bring Affinity relationship context into research
See what is already known about relevant people before deciding how to follow up on new research.
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
Founders lose time rechecking contact records before they can turn research into thoughtful outreach.
- Review available Affinity person details beside research
- Reduce duplicate contact lookups
- Prepare more informed outreach decisions
Setup
Build it in a few focused steps.
- 1Connect Agenty and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter a name and prompt.
- 3Ask Notis to retrieve Affinity people records relevant to the Agenty research and summarize available relationship context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person from a research result and verify the report uses only returned details.
Questions about this workflow
Can it include custom person fields?
Affinity supports person field selection using field IDs or types. Bulk access may require special permissions, and the prompt should identify the data you want.
Does this send outreach?
No. It retrieves and summarizes contact information for your review. It does not send messages.
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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