See which Affinity lists contain researched companies
Get a recurring company-to-list review that makes it easier to pick up promising research without reconstructing where each relationship lives.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a company s lists
Lists the lists that contain a company.
Why this helps
A promising company can be easy to miss when research and multiple Affinity lists are reviewed on separate schedules.
- Surface the Affinity lists associated with researched companies
- Keep a regular review rhythm without relying on memory
- Make follow-up context easier to scan
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 its name and prompt.
- 3Ask Notis to review companies returned by Agenty research and retrieve the Affinity lists for each matching company.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real company and verify the report identifies its Affinity lists.
Questions about this workflow
Does this add companies to Affinity lists?
No. This workflow retrieves list metadata for the companies it reviews. It does not add or change records.
What information does Affinity return?
The action returns metadata about the lists on which a given company appears. It does not provide list entry fields.
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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