See which Affinity company fields can inform account reviews
Understand which company details are available before preparing a relationship or account analysis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Account reviews slow down when people need to guess which company details can be retrieved.
- Inspect metadata for non-list-specific company fields.
- Use field IDs to request company data in later lookups.
- Prepare account analysis with clearer data expectations.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Company field catalog.
- 3Tell Notis to summarize the Affinity company fields useful for the AccuLynx account analysis you describe.
- 4Choose a recurring schedule and report channel.
- 5Test with one real account analysis question.
Questions about this workflow
Does this action retrieve company records?
No. It returns company field metadata. Use the company retrieval actions with field IDs or types to request data.
Are these list-specific fields?
No. This action covers non-list-specific company fields.
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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