Bring a company's Affinity record into view
Use a company signal to retrieve the record you need without interrupting your current task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
A new company mention often means another manual lookup before you can decide how to respond.
- Retrieve a specific company record on demand
- Cut down on context switching
- Review company basics alongside the incoming request
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 matching Affinity company record and summarize the available details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real company identifier and review the result.
Questions about this workflow
Does the action return custom company fields?
Only when field IDs or field types are specified. The available field metadata can be retrieved using the company fields action.
What permission may be needed?
The action description says retrieving field data requires the export all organizations directory 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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