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Keep Affinity list context close to active projects

A scheduled review can surface list entries worth revisiting while you focus on moving active jobs forward.

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 list

Lists entries on a selected list.

Why this helps

Relationship details can drift out of view when project work spans several accounts and lists.

  • Review selected Affinity list entries on a schedule.
  • Compare results with project context you provide.
  • Focus attention on entries that may warrant follow-up.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Affinity once in the Notis portal.
  • 2Create an automation named Active project list review.
  • 3Tell Notis which project context to use and what Affinity list entries to surface for review.
  • 4Choose a recurring schedule and report channel.
  • 5Test with one real project and list.

Questions about this workflow

Can this read every Affinity list?

The all-list-entries action is for a specific list. Choose the relevant list in your instruction and ensure the required export permission is available.

Does it preserve Affinity's saved sort order?

This action reads entries from a list. Saved view sort-order behavior does not apply to this list endpoint.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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