Start a content request with the right workspace context
Get Affinity's current-user metadata alongside a CMS research request to make the report easier to interpret.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get current user
Retrieves information about the current user.
Why this helps
People can lose time figuring out which Affinity account or workspace context a research report reflects.
- Include current-user metadata in a request report.
- Reduce confusion about the Affinity account context.
- Keep the lookup scoped to metadata returned by Affinity.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve Affinity current-user metadata and include it with the content request report.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real research request.
Questions about this workflow
Does this retrieve other Affinity users?
No. The action returns metadata about the current user only.
Does it change user settings?
No. It is a read-only lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Affinity. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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