Keep Affinity saved views useful
Reduce view sprawl and make the important filters easier to trust.
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 multiply over time, leaving teams unsure which filtered view to use.
- Find confusing or duplicate views
- Clarify which views deserve ownership
- Reduce navigation overhead
Setup
Build it in a few focused steps.
- 1Connect 1Password and Affinity in the Notis portal once.
- 2Create an automation named Monthly saved view governance.
- 3Tell Notis to retrieve selected Affinity saved view metadata and flag unclear purpose, duplication, missing ownership, or stale definitions.
- 4Choose a monthly cron trigger and select a report channel.
- 5Test with one governance review and confirm the recommendation format.
Questions about this workflow
Does this modify saved views?
No. It reviews metadata and returns recommendations.
Can it review only one list's views?
Yes. Scope the instruction to the relevant Affinity list or saved view set.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Affinity. A trigger fires from one place; an action lands in another.
1password 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.
1password and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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