Find saved views that support account reviews
Keep useful Affinity saved views visible when preparing reviews of the accounts and projects you manage in AccuLynx.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Retrieves metadata for saved views on a list.
Why this helps
Useful saved views can be hard to remember when account reviews start from a different system.
- Review available saved-view metadata in one report.
- Relate views to account review context you supply.
- Reduce time spent searching for a useful view.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Affinity once in the Notis portal.
- 2Create an automation named Account review view inventory.
- 3Tell Notis what account context matters and ask it to summarize relevant Affinity saved views.
- 4Choose a recurring schedule and report channel.
- 5Test with one real account review context.
Questions about this workflow
Does this return the rows in each saved view?
No. This action returns saved-view metadata. Retrieving rows requires a specific saved view and the corresponding action.
Can Notis determine which view is relevant automatically?
It needs account context or criteria in the instruction or run data to assess relevance.
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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