Confirm account context before launch planning
Add a quick Affinity identity check to the start of your launch workflow.
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
Teams can misread a report when it is unclear which Affinity account context it reflects.
- Include the current user's Affinity metadata in the report.
- Reduce account-context confusion.
- Keep the check read-only and focused.
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 current-user metadata and include it with the launch request report.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real launch request.
Questions about this workflow
Does this check the full team?
No. It returns metadata about the current Affinity user.
Can it validate publishing permissions?
No. This action returns current-user metadata and does not verify permissions beyond the access needed to make the request.
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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