See where researched people appear across Affinity
Gather a person's relevant list context in one report, so follow-up planning does not start with a tour of every list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
Contact history scattered across lists creates extra searching before a founder can make a useful follow-up decision.
- Gather a person's entries across Affinity lists
- Include available fields and entry metadata
- Reduce manual contact history review
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 provide its name and prompt.
- 3Ask Notis to identify people for review using Agenty and summarize their Affinity list entries and available metadata.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real person and verify the account has export data from lists permission.
Questions about this workflow
What data can the report include?
The action summarizes a person's rows across lists, including field data and entry metadata such as creation time and author, when permissions allow.
Will it send a follow-up message?
No. It prepares relationship context for your review and does not send outreach.
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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