Keep relationship reviews ready to start
Let Notis gather available people records on a schedule so you can spend review time on decisions and follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
A relationship review can stall before it starts while you gather contact details across the directory.
- Reduce setup time for relationship reviews
- Retrieve paginated people records
- Summarize 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 people records and summarize the data relevant to your relationship review.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and check that the available information meets your needs.
Questions about this workflow
Can the report include selected person fields?
The action supports field IDs or field types. Person field metadata can be retrieved through a separate action.
Does bulk retrieval have access requirements?
The action description says bulk extraction needs special permissions.
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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