Keep company fields clear and usable
Know which company fields are defined well enough for consistent work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Returns metadata on non-list-specific company fields. use the returned field ids to request field data from the get `/v2/companies` and get `/v2/companies/{id}` endpoints.
Why this helps
Ambiguous fields create unreliable reports and repeated clarification.
- Find unclear field definitions
- Improve reporting consistency
- Support cleaner CRM habits
Setup
Build it in a few focused steps.
- 1Connect Notis and Affinity once in the portal.
- 2Create an automation asking Notis to review company field metadata and flag unclear or redundant definitions.
- 3Pick a recurring schedule.
- 4Choose the report channel.
- 5Test with one real review.
Questions about this workflow
Can it identify duplicate fields?
It can flag likely overlaps from returned metadata for your review.
Does it change field definitions?
No. It reports governance recommendations.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Affinity. A trigger fires from one place; an action lands in another.
0CodeKit 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
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
0CodeKit and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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