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Notis

Find follow-up candidates in an Affinity list

Let Notis scan a list you choose and surface follow-up candidates supported by the available entry data.

Trigger

Recurring schedule

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

Action

Get all list entries on a list

Lists entries on a selected list.

Why this helps

List reviews can become long, repetitive scans that make it easy to miss a useful next conversation.

  • Focus review on entries that may need attention
  • Reduce repetitive row-by-row scanning
  • See when permissions or fields limit the result

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 review a specified list's returned entries and identify follow-up candidates using only available data.
  • 4Choose notis_cron and set the review cadence.
  • 5Choose a report channel and test with one real list example.

Questions about this workflow

Does this action return every field on the list?

It supports specifying fields via field IDs or types. The relevant Affinity export permission is necessary, and requested data depends on the fields selected.

Can Notis send outreach?

No. The listed action retrieves list entries. Use the report to decide what follow-up to do.

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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