Keep Affinity account context close at hand
Receive a lightweight recurring check of the Affinity user context available to your connected automation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get current user
Retrieves information about the current user.
Why this helps
When teams revisit a workflow, it can be unclear which connected Affinity account context a run used.
- Summarize current-user metadata returned by Affinity.
- Make the connected account context easier to inspect.
- Avoid implying access to records or permissions not included in the response.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Affinity once in the Notis portal.
- 2Create an automation and describe the account context summary in one instruction.
- 3Choose a Notis cron schedule.
- 4Choose a report destination.
- 5Test with one real example and review which user metadata is returned.
Questions about this workflow
Does this verify every Affinity permission?
No. The action returns metadata about the current user. It does not claim to enumerate all permissions.
Can this check whether a specific list is accessible?
This action alone does not check a list. Use relevant list metadata or list-entry actions for that purpose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Affinity. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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