Know which Affinity lists include a person
Keep list membership visible for key relationships so recurring planning does not depend on remembering where each contact appears.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s lists
Lists the lists that contain a person.
Why this helps
A person may appear on multiple lists, and remembering each place can add unnecessary lookup work before follow-up.
- Returns metadata for lists containing a specified person.
- Supports repeatable relationship follow-up.
- Keeps the report focused on list membership rather than unrelated contact fields.
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 the desired outcome.
- 3Ask Notis in one instruction to retrieve the lists on which a specified Affinity person appears.
- 4Choose a recurring schedule and the run report destination.
- 5Test with one real person and review the resulting list metadata.
Questions about this workflow
Does this include the person’s list entry field data?
No. This action returns metadata about the lists on which the person appears. Use the person list entries action for row details.
Can I use it for multiple people?
The action description is for a given person. Ask Notis to process specific people only if the connected action and your instruction support that request.
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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