Know which Affinity account your workflow is using
Start an important CRM task by confirming the connected Affinity user, so your request has the right account context.
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
When several workspaces or accounts are in play, uncertainty about the connected identity can derail a task before it starts.
- Confirm connected user context before work
- Reduce uncertainty across multiple accounts
- Make integration checks quick and repeatable
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 current Affinity user metadata and report the account identity details returned.
- 4Choose notis_webhook and trigger it before an account-sensitive CRM task.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Does this verify access to every Affinity record?
No. It returns metadata about the current user and does not verify record-level permissions.
When is this useful?
Use it when a task depends on knowing which Affinity identity is connected, especially when multiple accounts are used.
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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