Get a readable snapshot of a list
Turn a list review request into a concise snapshot of the companies, people, or opportunities it contains.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
Reviewing a list row by row can consume time needed for decisions and follow-up.
- Review list contents in one report
- Focus the summary on the data requested
- Reduce repetitive list browsing
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 entries from the identified list and summarize the relevant requested data.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real list and confirm the report is readable.
Questions about this workflow
Which entry types can appear?
The action can access essential data and metadata for companies, persons, or opportunities from a list.
Does the action support selected fields?
Yes. Its description says data can be specified with field IDs or field types.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.