Keep company field metadata easy to find
A recurring metadata report gives your team a simple reference to Affinity's non-list-specific company fields and the identifiers available for requests.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Field discovery often interrupts a company review when you have to stop and investigate data structure first.
- Keep a current reference to returned company field metadata.
- Reduce repeated field lookups during company research.
- Use field identifiers to plan future company queries.
Setup
Build it in a few focused steps.
- 1Connect Notis to Affinity once in the portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to organize company field metadata into a concise reference and flag unclear entries.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Will this include fields that belong to individual lists?
No. It retrieves non-list-specific company field metadata. For fields on a particular list, use the metadata action for that list's fields.
Does the report include company data values?
No. It is a metadata reference, not a company records export.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Affinity. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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