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Notis

Turn Agenty research into an Affinity list review

Finish a research run and get a concise view of the Affinity list entries that matter, without switching tabs to gather context.

Trigger

Webhook received

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

Action

Get all list entries on a list

Lists entries on a selected list.

Why this helps

Research results and relationship records live in different places, leaving founders to manually reconcile context before acting.

  • Review list entries after a research run
  • Summarize available entry data and metadata
  • Reduce manual context gathering

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 give it a name and prompt.
  • 3In one instruction, ask Notis to retrieve and summarize relevant Affinity list entries after the Agenty research request completes.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real Agenty research request and confirm the report includes the intended Affinity list context.

Questions about this workflow

Does Agenty provide a native trigger event?

No. Start this automation with a Notis webhook, which can be called when your Agenty research workflow finishes.

Can the report include custom list fields?

Affinity list entry retrieval supports specified fields, subject to the connected account's export data from lists permission. State which details you need in the prompt.

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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