See which Affinity person fields support contact research
Know what contact details are available before researching people connected to a project or account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
Contact research gets harder when available profile details and field identifiers are unclear.
- Inspect metadata for non-list-specific person fields.
- Use field IDs to request contact data in later lookups.
- Set clearer expectations for contact research.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Contact field catalog.
- 3Tell Notis to summarize the Affinity person fields relevant to the contact research context you provide from AccuLynx.
- 4Choose a recurring schedule and report channel.
- 5Test with one real contact research question.
Questions about this workflow
Does this return person records?
No. It returns person field metadata. Use person retrieval actions with field IDs or types to request records.
Are these fields specific to a list?
No. This action returns non-list-specific person 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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