Keep important Affinity saved views useful
Review the views your team relies on before they become confusing or outdated.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on a single saved view
Returns metadata on a single saved view.
Why this helps
Saved views can drift from the decisions they were created to support.
- Keep views aligned with goals
- Make review meetings shorter
- Expose unclear filters or fields
Setup
Build it in a few focused steps.
- 1Connect Notis and Affinity once in the portal.
- 2Create an automation asking Notis to summarize the selected saved view metadata and assess it against your stated purpose.
- 3Pick a recurring schedule.
- 4Choose where reports should go.
- 5Test with one real saved view.
Questions about this workflow
Does this return the rows in the view?
Use the saved view entries action when row-level review is needed.
Can it suggest improvements?
Yes, provide the intended use and ask for specific suggestions.
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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