Keep your Affinity saved views easy to find
Get a recurring inventory of saved views available on a list, ready for your next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Returns metadata on the saved views on a list.
Why this helps
Useful filtered views can be hard to remember or rediscover when the team needs them.
- Summarize metadata for saved views on a list.
- Make useful views easier to rediscover.
- Keep a lightweight reference available through an Ably update.
Setup
Build it in a few focused steps.
- 1Connect Ably and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve saved view metadata for the requested list and summarize the available views for an Ably update.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real list and confirm the inventory is useful.
Questions about this workflow
Does this retrieve the rows inside each saved view?
No. This action returns saved view metadata. Retrieving rows requires the saved view entries action and export permissions.
Can Notis know which views changed since last time?
That requires a previous inventory as a baseline. The metadata action returns current saved view information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Affinity. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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