Keep a simple check on your Affinity account context
Receive a lightweight scheduled report with the current user's Affinity metadata when you need an account reference.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get current user
Retrieves information about the current user.
Why this helps
When account context is needed, finding the right reference can interrupt the task at hand.
- Retrieve current user metadata on a schedule
- Keep a lightweight account reference handy
- Avoid a manual lookup when context is needed
Setup
Build it in a few focused steps.
- 1Connect Notis to Affinity once in the portal.
- 2Create a new automation in Automations, or tell Notis to create it from any channel.
- 3Ask Notis to retrieve current user metadata and report the useful account context.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and check that the returned metadata is relevant.
Questions about this workflow
What data does this action return?
It returns metadata about the current Affinity user.
Can this trigger on a schedule?
Yes. Select a recurring schedule as the Notis trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Affinity. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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