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Notis

Know where a company already appears in Affinity

Before you decide what to do next, ask Notis which Affinity lists already include the company you are researching.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get a company s lists

Lists the lists that contain a company.

Why this helps

A company can appear in multiple places, and checking each list manually interrupts research and follow-up.

  • See list membership in one focused response
  • Avoid repeated manual navigation
  • Use existing CRM context before planning follow-up

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3Ask Notis to retrieve the Affinity lists for the supplied company and summarize the returned memberships.
  • 4Choose notis_webhook and trigger it when a company is flagged for review.
  • 5Choose a report channel and test with one real company example.

Questions about this workflow

Does this return the company's list entry fields?

No. This action returns metadata about the lists on which the company appears. Use a list entries action when entry-level data is needed and permissions allow it.

What if the company cannot be identified?

Include enough company identity in the request for Notis to find the intended record. If it cannot identify one confidently, it should report that uncertainty.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Affinity. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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