Review a specific Affinity list for active project work
Keep the purpose and available details of a key relationship list close to your active project review.
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
Teams can lose time reopening lists to remember their scope and available information.
- Retrieve metadata for a specified list.
- Understand which list is relevant to a project review.
- Make recurring review preparation faster.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Active project list metadata.
- 3Tell Notis which Affinity list to inspect and what AccuLynx project context to include in the summary.
- 4Choose a recurring schedule and report channel.
- 5Test with one real list and project.
Questions about this workflow
Does this action list the fields available on the list?
No. It returns metadata for a single list. Use the single-list fields action for its field metadata.
Can I use it to read the list's records?
No. Use the all-list-entries action for records, subject to export permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Affinity. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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