Prepare person details for your next follow-up
Get a focused view of a person’s Affinity record when a task or outreach moment calls for relevant context.
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
Follow-up slows down when contact details are split between work queues and a CRM record.
- Retrieves a specific person record on demand.
- Supports multiple requested fields when available.
- Links contact context to the follow-up that needs it.
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.
- 3Ask Notis in one instruction to retrieve a specified person and summarize the relevant available details or fields.
- 4Choose a webhook trigger and run report destination.
- 5Test with one real person and verify the required export all people permission.
Questions about this workflow
Does the action return detailed fields by default?
Basic person information is returned by default. Detailed data requires fieldids or fieldtypes from Affinity person fields metadata.
What permission is required?
Affinity requires the export all people 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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