Plan credential follow-up around your Affinity lists
Get a clear inventory of Affinity lists before planning credential-related outreach or partner follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
Credential programs often depend on relationships tracked in several lists, but teams may not know which lists exist or who maintains them.
- See list metadata in one recurring report.
- Identify lists to inspect for credential program relationships.
- Avoid assuming that a list contains specific people or companies without checking its entries.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential program list inventory.
- 3In one instruction, ask Notis to summarize Affinity list metadata relevant to the credential program context you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and confirm the report distinguishes list metadata from list contents.
Questions about this workflow
Does this list inventory include the people or companies on each list?
No. It retrieves metadata on all lists. Use a separate supported list-entry action to retrieve rows.
Does Accredible trigger the schedule?
No. Accredible certificates has no trigger events here; Notis starts this workflow on the schedule you choose.
What context should I provide?
Name the credential program and the relationship areas you want to review. The workflow can organize list metadata but cannot infer list contents.
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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