Plan credential company enrichment around available fields
Learn which company attributes Affinity can provide before shaping your credential follow-up brief.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Enrichment plans often assume that useful company fields exist, leading to incomplete reports and repeated data hunts.
- Retrieve metadata on non-list-specific company fields.
- Use returned field IDs when looking up company records.
- Identify missing context before planning research or outreach.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential company field readiness.
- 3In one instruction, ask Notis to summarize Affinity company field metadata against the attributes needed for your credential report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the report distinguishes available fields from populated company values.
Questions about this workflow
Does this return actual values for every company?
No. It returns field metadata. Use the company retrieval actions with field IDs or types to request values.
Are these list-specific fields?
No. This action covers non-list-specific company fields.
What if a desired attribute is unavailable?
The report should label the attribute as unavailable or missing so you can supply it from another source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Affinity. A trigger fires from one place; an action lands in another.
Accredible certificates 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
Summarizes a company’s entries across all lists.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Lists the lists that contain a company.
Get all companies
Lists companies.
Get all list entries on a list
Lists entries on a selected list.
Get all list entries on a saved view
Lists entries in a saved view.
Get all opportunities
Lists opportunities.
Get all persons
Lists people.
Get a person s list entries
Summarizes a person’s entries across all lists.
Connect any two apps with Notis in the middle.
Accredible certificates and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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