Keep credential follow-up visible from an Affinity saved view
Use a saved view your team already trusts to prepare a recurring credential follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a saved view
Lists entries in a saved view.
Why this helps
Important credential-related contacts can disappear into a saved view that nobody has time to reopen and scan.
- Summarize selected rows and fields from a saved view.
- Use existing view filters to focus the review.
- Keep the report clear that returned rows may not preserve the view's sort order.
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 watchlist.
- 3In one instruction, ask Notis to summarize credential-relevant rows from the specified Affinity saved view.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a sheet-type saved view and confirm export permission and row interpretation.
Questions about this workflow
Will this work with every saved view?
No. The action supports sheet-type saved views and requires export permissions.
Will results appear in the saved view's sort order?
No. The endpoint does not maintain sort order, so use the returned fields and identifiers to interpret the report.
Does this action change the view or its rows?
No. It retrieves rows for reporting and review.
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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