Get a person's Affinity record when you need it
Turn a people-related signal into a quick lookup of the matching Affinity person record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
Repeated contact searches break focus when a new conversation or referral needs context.
- Retrieve a specific person record from a request
- Get basic context without navigating Affinity
- Keep relationship work moving
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 person record and summarize the available details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person identifier and review the result.
Questions about this workflow
Can the lookup include custom fields?
Detailed person data requires field IDs or field types. Person field metadata is available through a separate action.
Does this action write changes to Affinity?
No. It retrieves a person record for Notis to report on.
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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No card. Works with personal or business Affinity.