Keep an inventory of lists relevant to AccuLynx work
Know which Affinity lists matter to the accounts and projects you are managing in AccuLynx.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
A growing list collection makes it easy to lose track of where useful account or relationship context lives.
- Review metadata for Affinity lists in one place.
- Identify lists relevant to the context you provide.
- Reduce time spent hunting for the right list.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Pipeline list inventory.
- 3Tell Notis what AccuLynx pipeline context matters and ask it to summarize relevant Affinity list metadata.
- 4Choose a recurring schedule and report channel.
- 5Test with one real pipeline context.
Questions about this workflow
Does list metadata include all entries?
No. This action returns metadata about lists. Use a list-entry action to retrieve records from a particular list.
Can Notis determine relevance without pipeline context?
It needs criteria or account context supplied in the instruction or run data to identify relevant lists.
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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