Understand the Affinity list behind credential follow-up
See the metadata for a key relationship list before relying on it for credential program work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on a single list
Retrieves metadata for a specific list.
Why this helps
A list name alone may not tell the team what it represents, causing avoidable investigation before planning follow-up.
- Retrieve metadata for one specified Affinity list.
- Give planning conversations a shared reference.
- Separate list metadata from its entries and field values.
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 metadata review.
- 3In one instruction, ask Notis to retrieve and explain metadata for the specified list in light of your credential program context.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test using a known list and verify that metadata is not described as row contents.
Questions about this workflow
Does the workflow return the list's entries?
No. This action returns metadata on a single list. Use a list entries action when you need records.
How does Notis know which list to inspect?
Specify the list in the instruction or provide its identifier in the context you supply.
Can this find an appropriate list automatically?
The action retrieves metadata for a specified list. Provide a clear list identifier or first use an all-lists inventory.
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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