See which Affinity lists contain researched contacts
Get a compact view of where people already sit in Affinity before deciding the right follow-up path.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s lists
Lists the lists that contain a person.
Why this helps
Choosing a next step takes longer when you do not know which Affinity lists already include a contact.
- See which lists include each researched person
- Keep relationship routing visible
- Reduce manual list-by-list 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, and give it a name and prompt.
- 3Ask Notis to identify relevant people through Agenty and retrieve the Affinity lists on which each appears.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real contact and verify the returned list metadata is useful for your review.
Questions about this workflow
Does this retrieve all list entry details?
No. It returns metadata about lists on which a person appears. Use the person list entries action to review entry data.
Does this change list membership?
No. It only checks and reports existing membership.
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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