Start planning with a clear view of your Affinity lists
Before a regular planning session, Notis can retrieve list metadata and organize the available lists into a clear starting point for your work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
Planning stalls when you spend the first part of a session remembering where information lives.
- Start planning with a current overview of Affinity lists.
- Keep the review focused on available list metadata.
- Receive a repeatable report before a planning session.
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 group the available list metadata into a planning-oriented overview without assuming list contents.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Can it tell me which list has the best investor prospects?
No. The action returns list metadata, not list rows or prospect qualification. A grounded assessment would need the relevant list data and criteria.
Can I use a monthly planning cadence?
Yes. Choose a recurring schedule that fits your planning routine.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.