Confirm the Affinity saved view behind a credential review
See the saved view's metadata before using it as the basis for a credential follow-up process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on a single saved view
Retrieves metadata for a saved view.
Why this helps
A team may reference a saved view without knowing whether it is the intended view for a credential-related review.
- Retrieve metadata for a specified saved view.
- Help confirm the intended view before using its rows.
- Keep the view definition separate from records returned by that view.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Affinity once in the Notis portal.
- 2Create an automation named Credential saved view definition review.
- 3In one instruction, ask Notis to retrieve metadata for the specified saved view and summarize its relevance to your credential review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a saved view whose purpose your team can confirm.
Questions about this workflow
Does saved view metadata include its rows?
No. This action returns metadata for one saved view. Use the saved view entries action to retrieve rows, with its supported constraints.
What identifier should I provide?
Provide the saved view identifier or otherwise clear context for the specific view.
Can this confirm the view is appropriate?
It can summarize returned metadata against criteria you provide, but the team should confirm that the view serves the intended purpose.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.