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Notis

Find your way around Affinity lists

Request a current list catalog when you need to know what lists are available in Affinity.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get metadata on all lists

Retrieves metadata for all lists.

Why this helps

Remembering which lists exist and what they are for can slow down CRM reviews and handoffs.

  • Retrieve metadata for all Affinity lists on demand.
  • Get a readable catalog without manually browsing list by list.
  • Use the report to orient a review or handoff.

Setup

Build it in a few focused steps.

  • 1Connect Abstract and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and add a name and prompt.
  • 3Describe how you want the available list metadata presented.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real example and review the report.

Questions about this workflow

What does this action return?

It returns metadata about Affinity lists. It does not return list entries or entry field values.

Can I run this whenever I need an updated catalog?

Yes. An HTTP request from an external tool or custom backend can start the workflow when you need it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Abstract to Affinity. A trigger fires from one place; an action lands in another.

Abstract triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Abstract and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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