Gather a company's list-specific context
Get a concise digest of the company data already captured across Affinity lists.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s list entries
Summarizes a company’s entries across all lists.
Why this helps
Company information in multiple lists takes time to gather and compare when you're trying to make a quick call.
- Bring list-specific data together in a digest
- Include entry metadata such as creation date and author
- Spend less time opening lists for context
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 the company's list entries and summarize available fields and metadata.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company and confirm the returned data is sufficient.
Questions about this workflow
What information can this summarize?
The action summarizes company data across lists, including list-specific fields and metadata such as creation date and author.
Are there permission requirements?
Yes. The action requires the export data from lists permission.
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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