Check researched people against Affinity records
See existing contact details in context before you decide whether and how to follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
Manual contact checks slow down follow-up and make it easier to overlook useful relationship context.
- Look up relevant Affinity person records
- Summarize selected available person fields
- Prepare follow-up with less manual searching
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 retrieve the matching Affinity person record for the Agenty result and summarize relevant returned details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and check that the report distinguishes confirmed data from missing details.
Questions about this workflow
Can I request specific person fields?
Yes. Affinity supports field IDs or types for person detail. The connected account needs the export all people permission.
Will this initiate contact?
No. The workflow reviews the record and prepares context. 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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