Review investor lists before your content goes live
Send a launch request from Agility CMS and get a quick view of the Affinity lists relevant to your launch planning.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
A launch can slip through the cracks when content work and investor relationship tracking live in separate tools.
- See available Affinity lists without switching apps.
- Get a concise review for launch planning.
- Keep the output limited to list metadata Affinity provides.
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 review Affinity list metadata for the investor lists relevant to an Agility CMS launch request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real launch request and confirm the report is useful.
Questions about this workflow
Does this publish or change content?
No. It reviews Affinity list metadata and reports findings; it does not publish content or change Affinity data.
What starts the automation?
A webhook request starts it. Arrange for the relevant launch request to reach that webhook.
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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