Understand a relationship across Affinity lists
See the list context around a person before deciding how to follow up, without manually opening each list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
Relationship details spread across lists are easy to miss when every review starts with manual CRM navigation.
- Consolidate available list context for a person
- Reduce manual list-by-list browsing
- Keep entry metadata visible for review
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 supplied person's list entries and summarize relevant returned fields and entry metadata.
- 4Choose notis_webhook and trigger it when a relationship needs review.
- 5Choose a report channel and test with one real person example.
Questions about this workflow
What information can be included?
The action summarizes a person's rows across lists with available field data and entry metadata. Access requires the Affinity export data from lists permission.
Can it tell me the person's full relationship history?
Only if that history is present in the returned entries or supplied separately. The action does not promise a complete interaction timeline.
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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