Prepare for a conversation with an Affinity person brief
Get the available contact context in one place before you reach out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Retrieves basic details and selected fields for a person.
Why this helps
Reconstructing contact context across tools can delay a meeting or make follow-up feel harder to start.
- Retrieve one person by identifier
- Prepare from the available person details
- Request relevant fields when you know their identifiers
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation, name it, and choose a report channel.
- 3Tell Notis to retrieve the submitted person and format available details as a meeting brief.
- 4Choose the Notis webhook trigger and test with one real person identifier.
- 5Choose where run reports should go and confirm the brief against the record.
Questions about this workflow
Will it include every person field automatically?
Basic details are returned by default. Specify field identifiers or types for additional field data, and check field metadata if needed.
Can it include list-entry history?
Not through this single-person action. Use the person list-entries action for list records and their available metadata.
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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