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Notis

Review Affinity company records on a schedule

Bring company records into a recurring report so relationship data does not stay out of sight.

Trigger

Recurring schedule

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

Action

Get all companies

Lists companies.

Why this helps

Company information becomes harder to rely on when nobody has time to review the directory consistently.

  • Make company directory checks a recurring habit.
  • Review paginated company data in a summary.
  • Focus on fields available through the request.

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 available company data and summarize the selected fields for a directory review.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test one real run and confirm export access and requested field parameters.

Questions about this workflow

Does the action return every custom field by default?

No. Use field IDs or field types to specify data. Field metadata can be retrieved separately.

What permission is required?

The action description says export permission is needed.

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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