Bring a person's Affinity list entries into one review
See the list context around a person before planning a follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a person s list entries
Summarizes a person’s entries across all lists.
Why this helps
A person's relationship context can be split across lists, making it harder to prepare for outreach.
- Review a person's list entries together
- See available fields and entry metadata
- Prepare relationship follow-up with less searching
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation and choose a name and report channel.
- 3Tell Notis to retrieve the submitted person's list entries and summarize relevant context for follow-up.
- 4Choose the Notis webhook trigger and test with a real person identifier.
- 5Choose where run reports should go and check that the required export permission is enabled.
Questions about this workflow
What permission is needed?
This action requires Affinity's export data from lists permission.
Can this infer the person's full relationship history?
It can summarize returned list entries and metadata. Any history not present in those results must be supplied separately.
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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