Get a recurring snapshot of Affinity companies
Keep a regular view of company data ready for planning, without manually paging through the directory each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
Company context can be scattered across a large directory, making recurring planning reviews slow to prepare.
- Creates a predictable company data review.
- Can include requested company fields when access and field selection allow.
- Delivers a concise run report to your chosen channel.
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 intended report from any channel.
- 3Ask Notis in one instruction to retrieve Affinity companies and summarize the specific available company data you need.
- 4Choose a recurring schedule and the channel for run reports.
- 5Test with one real run and confirm export permission and requested fields.
Questions about this workflow
Does the action include custom fields by default?
Company retrieval supports fieldids or fieldtypes. Field ids and types can be retrieved from Affinity company field metadata, and export permission is required.
Can the report show changes since the previous run?
Only if a usable baseline is supplied or otherwise available. The action description does not promise historical comparison data.
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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