Keep Affinity account context in your routine
Include a simple current-user metadata check in an operational review so the account context is easy to confirm when needed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get current user
Retrieves information about the current user.
Why this helps
Small account context checks can get forgotten when they are separate from the work review that prompted them.
- Retrieves current-user metadata from Affinity.
- Fits into a recurring operational review.
- Provides a simple report without a broad data extraction.
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 the check should report.
- 3Ask Notis in one instruction to retrieve Affinity current-user metadata and summarize the available context.
- 4Pick a recurring schedule and a report destination.
- 5Test with one real run and confirm the output answers the intended account-context question.
Questions about this workflow
Does this check retrieve users across the whole Affinity account?
No. The action returns metadata about the current user.
Is this a substitute for a people directory review?
No. For directory data, use the relevant Affinity people action and satisfy its access requirements.
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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