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Bring saved-view rows into a project review

Use a project update to focus a review of the relevant rows in an Affinity saved view.

Trigger

Webhook received

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

Action

Get all list entries on a saved view

Lists entries in a saved view.

Why this helps

Relevant records can stay hidden in a saved view while project work moves ahead elsewhere.

  • Review rows from a specified saved view.
  • Use the incoming project context to focus the summary.
  • Keep review results in a Notis report.

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and Affinity once in the Notis portal.
  • 2Create an automation named Project saved-view review.
  • 3Tell Notis which saved view to retrieve and how to compare its rows with the AccuLynx webhook context.
  • 4Choose the webhook trigger and a report channel.
  • 5Test with one real project and saved view.

Questions about this workflow

Can this retrieve any kind of saved view?

The action supports sheet-type saved views and requires export permissions.

Will the result keep the saved view's sort order?

No. The endpoint does not maintain sort order.

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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