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Notis

Know which Affinity fields are available for credential reporting

Check the list's actual field metadata before asking for details your Affinity data may not contain.

Trigger

Webhook received

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

Action

Get metadata on a single list s fields

Retrieves metadata about the fields in a list.

Why this helps

Teams can waste time designing credential reports around fields that are not available on the relevant list.

  • Discover fields available on a specified list.
  • Use returned field IDs when requesting list entry data later.
  • Make missing data needs explicit before a report is designed.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Affinity once in the Notis portal.
  • 2Create an automation named Credential list field readiness.
  • 3In one instruction, ask Notis to retrieve fields for the specified Affinity list and compare them with reporting needs you provide.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with a real credential event and a known list identifier.

Questions about this workflow

Does this action return list entries?

No. It returns metadata on fields available for a single list. A separate list entries action retrieves values.

Why are field IDs useful?

The returned field IDs can be used when requesting field data from the list entries endpoint.

What if a needed credential attribute is absent?

The report should name it as missing. You will need to provide that data separately or use a different supported 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.

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.

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

When this happens · Trigger

Do this · Action

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