See a person’s Affinity list context when you need it
Request one person’s list history at the moment a project, client conversation, or follow-up needs more context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
Relationship context is hard to act on when it takes repeated searches across a person’s separate list entries.
- Collects a person’s list entries in one summary.
- Includes available field data and entry metadata.
- Starts from a request tied to current work.
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 result to Notis in plain language.
- 3Ask Notis in one instruction to summarize a specified person’s Affinity list entries and available metadata.
- 4Choose a webhook trigger and report destination.
- 5Test with one real person and confirm the required export data from lists permission.
Questions about this workflow
What information is returned?
The action summarizes a person’s rows across lists with field data and entry metadata such as creation time and author, subject to access.
What permission is required?
Affinity requires 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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