See where a company appears in Affinity
Turn a company mention into a quick view of its list memberships across Affinity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s lists
Lists the lists that contain a company.
Why this helps
A company's context can be scattered across lists, making it easy to miss where it is already being tracked.
- See list membership from a company signal
- Avoid checking lists one by one
- Make existing relationship context easier to notice
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 find the company from the request and summarize the Affinity lists where it appears.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company identifier and verify its list memberships.
Questions about this workflow
What does the list lookup return?
It returns metadata for the lists on which the given company appears.
Does it include list entry fields?
No. This action returns list metadata. Company list entry data is retrieved through a different action.
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.