Review Affinity people on a schedule
Get a focused person directory review that makes it easier to pick up contact research where you left off.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
Contact review is easy to defer when it requires repeated searches and rebuilding the same context each time.
- Review paginated person data in a recurring run.
- Summarize available fields against criteria stated in your prompt.
- Make permission and field limitations clear in each report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Affinity once in the Notis portal.
- 2Create an automation and describe the person directory review in one instruction.
- 3Choose a Notis cron schedule.
- 4Choose a report destination.
- 5Test with one real example and provide field IDs or types if you need selected fields.
Questions about this workflow
Can it export all person records?
Bulk extraction requires special permissions according to the action description. Confirm the connected account has access before relying on a full directory review.
Can it find a person from only an email address?
This action retrieves paginated person data; a dedicated email search action is not listed. Provide matching criteria and identifiers only when they are available in the returned data.
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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