Ground company research in the Affinity record you already have
Bring your AI research request to the company context already held in Affinity, and keep unknowns visible in the result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single company
Retrieves basic details and selected fields for a company.
Why this helps
Company research loses value when existing CRM context is hard to find or gets confused with new assumptions.
- Bring existing company context into research
- Reduce duplicate information gathering
- Distinguish CRM facts from unanswered questions
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 identified company and summarize requested available fields, noting that field data depends on supplied parameters and permissions.
- 4Choose notis_webhook and trigger it when company research needs CRM context.
- 5Choose a report channel and test with one real company example.
Questions about this workflow
Are company fields returned automatically?
Basic company info is available by default. Field data requires specifying field IDs or types, and the relevant permission is required.
Can Notis fill in company details that Affinity does not return?
Not from this action alone. It should label unavailable details as missing unless you supply additional research.
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.
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.
Ai ml api and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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