Add Affinity company context to Agenty research
Bring your existing company records into a fresh research review, so useful context stays together in one report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all companies
Lists companies.
Why this helps
A new company finding is harder to assess when existing Affinity details are buried in another app.
- Compare research findings with available Affinity company details
- Keep company review in one report
- Reduce repeated searches across apps
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 clear name and prompt.
- 3Ask Notis to retrieve available Affinity company records relevant to the Agenty research and summarize the overlap.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real research result and verify the returned company details are useful.
Questions about this workflow
Can this include Affinity custom company fields?
Affinity supports company field selection through field IDs or types. The connected account needs the required export permission, and your prompt should describe which details matter.
Will this create or update company records?
No. This action retrieves company information for review and does not create or update records.
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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