Gather relationship details across a person's lists
Pull together the list-specific details already captured about a person when a new signal arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
Relationship details are hard to use when they are spread across several Affinity lists.
- Consolidate list-specific person data
- Include entry metadata such as creation time and author
- Prepare for a conversation with less searching
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 person's list entries and summarize fields and entry metadata.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person who has list entries and review the summary.
Questions about this workflow
What does the summary include?
It can include list entry field data and metadata such as creation time and author.
What permission does this require?
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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