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Notis

Get a focused context card for one company

Review the basics and available fields for a company before deciding on the next step.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get a single company

Retrieves basic details and selected fields for a company.

Why this helps

A company review often starts with searching for basic facts that are already stored in Affinity.

  • Retrieve one company by identifier
  • Include requested company fields when available
  • Prepare a faster account or diligence review

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Affinity once in the Notis portal.
  • 2Create an automation with its name and report channel.
  • 3Tell Notis to retrieve the submitted company and summarize its basic details and any requested fields.
  • 4Choose the Notis webhook trigger and test with one known company identifier.
  • 5Choose where run reports should go and validate the returned details.

Questions about this workflow

Does this action return custom company field data by default?

No. Specify field identifiers or types for detailed data, and use company field metadata to check what is available.

Can this retrieve the company's list entries too?

No. Use the company list-entries action when you need the company's rows across Affinity lists.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Affinity. A trigger fires from one place; an action lands in another.

AnyDB triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

AnyDB and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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