Make Affinity person fields easier to understand
Notis can periodically retrieve person field metadata and turn it into a readable guide, so you know what information is available when you plan a contact review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
Unfamiliar field names and identifiers can make contact research feel like a scavenger hunt.
- Keep a recurring reference to available person fields.
- Make field names and identifiers easier to scan.
- Prepare for targeted person queries using returned field identifiers.
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 summarize available person field metadata and note which details are not provided.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Does this retrieve person records?
No. It returns metadata on person fields. Retrieving person records uses a separate action and may require special permissions for bulk extraction.
Will it explain every field's meaning?
It can explain the metadata that Affinity returns. If a field's meaning is not clear from that metadata, the report should mark it as unclear.
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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