Make Affinity company reviews easier to resume
Get a recurring snapshot of company records to reduce the effort of finding your place in the directory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
A large company directory is hard to review consistently when every check starts with a fresh search and scattered context.
- Review paginated company data on a chosen schedule.
- Focus the summary on fields available through the connected account.
- Surface when export permissions or selected fields limit the snapshot.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Affinity once in the Notis portal.
- 2Create an automation and describe the company snapshot in one instruction.
- 3Choose a Notis cron schedule.
- 4Select a report destination for each run.
- 5Test with one real example and specify field IDs or types if needed.
Questions about this workflow
Can this retrieve custom company fields?
The action supports field IDs or types. Field metadata can be retrieved separately, and export permission is required for the company data request.
Does this show only companies associated with AimTell subscribers?
No such relationship filter is specified by the listed action. Any subscriber-based filtering or matching would require identifiers or criteria supplied to the workflow.
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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