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Notis

Understand your Affinity company fields before querying

Trigger a lookup when you need to understand which non-list-specific company fields are available, then have Notis explain the returned metadata in plain language.

Trigger

Webhook received

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

Action

Get metadata on company fields

Retrieves metadata about company fields.

Why this helps

Choosing the right company fields can slow down a review when field names and identifiers are unfamiliar.

  • Retrieve company field metadata on demand.
  • Get a plain-language guide to returned field names and identifiers.
  • Prepare for a later company query that requests specific fields.

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.
  • 3Describe how Notis should explain the available company field metadata, including any identifiers returned.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real request and review the report.

Questions about this workflow

Does this action return company records?

No. It returns metadata on non-list-specific company fields. Company records require a company retrieval action.

Can the field guide include list-specific fields?

No. List-specific fields are separate and can be inspected through the metadata action for a single list's fields.

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.

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.

Active campaign and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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