Bring Affinity list history into an Agiled task
When a company comes up in your Agiled work, request a cross-list brief that brings its Affinity list context together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a company s list entries
Summarizes a company’s entries across all lists.
Why this helps
A company’s pipeline context can be split across several Affinity lists, making a fast decision harder than it needs to be.
- Summarizes company data across lists in one report.
- Can include list-specific fields and entry metadata such as creation date and author.
- Starts on demand through a Notis webhook.
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 describe the desired brief in plain language.
- 3Ask Notis in one instruction to summarize a company’s entries across Affinity lists, including available fields and metadata.
- 4Choose a webhook trigger and select a report destination.
- 5Test with one real company and verify the Affinity export permission.
Questions about this workflow
What information can the brief include?
The action summarizes company data across lists, including list-specific fields and metadata such as creation date and author, subject to access.
What permission does this require?
Affinity requires the export data from lists permission for this action.
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.
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.
Agiled and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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