Make regular company directory reviews easier
Schedule a company directory summary that helps you decide which accounts need a closer look.
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
Company information can be difficult to review at scale when updates and account checks require repeated manual searches.
- Review company data on a recurring cadence
- Request available custom fields
- Bring potential account review candidates into one report
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation, give it a name, and choose a report channel.
- 3Tell Notis which company information to retrieve and what signals should guide the review.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go and test against known company records.
Questions about this workflow
Does the action return custom company fields?
It supports requesting field identifiers or field types. Check company field metadata to find available fields.
Can it identify changes since the previous run?
Only if you provide a prior snapshot or another comparison baseline. The action itself returns current company data.
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.
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.
AnyDB and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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