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Keep track of available person fields

Review the person fields available in Affinity and plan more useful relationship briefs.

Trigger

Recurring schedule

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

Action

Get metadata on person fields

Retrieves metadata about person fields.

Why this helps

Preparing contact summaries can involve unnecessary backtracking when the available fields are unclear.

  • Review available non-list-specific person fields.
  • Plan future person data requests with field IDs or types.
  • Make contact brief setup more straightforward.

Setup

Build it in a few focused steps.

  • 1Connect Abyssale and Affinity once in the Notis portal.
  • 2Create an automation in Automations, then New Automation.
  • 3Tell Notis to retrieve and summarize person field metadata for relationship brief planning.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test one real run and inspect the returned catalog.

Questions about this workflow

Does this return person records?

No. It returns metadata on non-list-specific person fields.

How are these fields used?

Use the returned field IDs or types when requesting person data from the people endpoints.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Abyssale 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.

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

When this happens · Trigger

Do this · Action

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