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Notis

Get Affinity contact context when Agiled work calls for it

Bring contact research into the moment you need it, with a webhook started from your Agiled workflow and a concise Notis report.

Trigger

Webhook received

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

Action

Get all persons

Lists people.

Why this helps

Before outreach or a project decision, finding the right contact details can mean interrupting focused work to search another app.

  • Makes contact context available from a single request.
  • Uses person data and fields Affinity can return.
  • Provides a report for the channel you select.

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 tell Notis what result you need from any channel.
  • 3In one instruction, ask Notis to retrieve relevant Affinity people and summarize the available contact context.
  • 4Choose a webhook trigger and a destination for run reports.
  • 5Test with one real contact lookup and confirm the required Affinity export access.

Questions about this workflow

Can this search every person field automatically?

The all-persons action supports field selection, but detailed or bulk extraction may require permissions and explicit field selection.

What starts the workflow?

A Notis webhook starts the workflow when it receives an HTTP request. Agiled trigger events were not supplied.

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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