Review Affinity companies with less preparation
Gather company records on a schedule and start your review with a concise summary in hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
Reviewing company records takes longer when you must search and collect the information first.
- Prepare company information for a recurring review
- Retrieve paginated company records
- Focus the report on requested fields when available
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 company records and summarize the available information relevant to your review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and verify the retrieved company fields.
Questions about this workflow
Can I request particular company data?
The action supports field IDs or field types. The company field metadata action can provide available field information.
Is special access required?
The action description says export permission is needed.
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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