Understand a person's existing list context
Get a simple view of the Affinity lists already associated with a person when new information arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s lists
Lists the lists that contain a person.
Why this helps
Important relationship context can be overlooked when you have to search multiple lists manually.
- Surface existing list relationships quickly
- Reduce repeated contact searches
- Keep new information in 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 identify the person from the request and report the Affinity lists where they appear.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person identifier and verify the returned lists.
Questions about this workflow
What does this action provide?
It returns metadata about all lists on which the given person appears.
Will it retrieve every person field?
No. This action covers list membership metadata. Person records and list entries have separate actions.
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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