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Notis

Get the Affinity company details your Agiled task needs

When your project or client work needs company context, request the relevant Affinity record and field details in one step.

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 simple company question can turn into a time-consuming search through multiple tools and fields.

  • Fetches a single company record on demand.
  • Supports requested fields when the correct ids or types are supplied.
  • Keeps the result tied to the work that prompted the lookup.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or explain the outcome to Notis from any channel.
  • 3In one instruction, ask Notis to retrieve a specified Affinity company and the relevant available fields.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real company and confirm the required organization directory permission.

Questions about this workflow

Will the action include field data without specifying fields?

No. It returns basic company information by default; field data requires fieldids or fieldtypes.

What access does the single-company action need?

The action description requires the export all organizations directory permission.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Affinity. A trigger fires from one place; an action lands in another.

Agiled triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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