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Notis

See a researched company's Affinity list history

Understand where a company appears across your Affinity lists and review the available entry details before taking action.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get a company s list entries

Summarizes a company’s entries across all lists.

Why this helps

Company context spread across lists can make a new research finding difficult to interpret quickly.

  • Review a company's entries across lists
  • Summarize available entry metadata
  • Prepare follow-up with broader company context

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 researched company's Affinity list entries and summarize available fields, creation details, and authors.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real company and confirm the account has export data from lists permission.

Questions about this workflow

What history can this show?

The action summarizes company data across lists, including list-specific fields and metadata such as creation date and author, subject to permission.

Can the action change list entries?

No. It retrieves and summarizes existing list entry data.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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