Review your Affinity company directory with less effort
Start a regular company review with a concise report based on the data available through Affinity.
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 broad directory review is easy to defer when every pass begins with manual searching and scanning.
- Make a company directory review easier to start.
- Summarize company data and requested fields where available.
- Use a repeatable report as a prompt for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Affinity once in the Notis portal.
- 2Create an automation with a name, prompt, and report channel.
- 3Ask Notis to retrieve company records and summarize the requested data, noting any fields not provided.
- 4Choose a recurring schedule and report destination.
- 5Test with one real run.
Questions about this workflow
Can this return custom company fields?
The action supports field ids or types. Field ids and types can be retrieved through company field metadata.
Does access require additional permission?
Yes. Export permission is required for this action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Affinity. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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