Understand an Affinity saved view before opening it
Send a saved view identifier with a webhook request and have Notis retrieve its metadata, then summarize the available context for your next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single saved view
Retrieves metadata for a saved view.
Why this helps
Saved view names can be too vague to tell whether a view will help with the task in front of you.
- Look up one saved view without browsing the full inventory.
- Get a short explanation based on returned metadata.
- Use the report to decide whether to inspect the view's rows.
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 summarize metadata for the saved view identified by the request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real saved view identifier and review the report.
Questions about this workflow
Does it retrieve the saved view's rows?
No. It retrieves metadata for one saved view. The saved view entries action retrieves rows only for sheet-type views and requires export permissions.
Can the report tell me what filters a view uses?
Only if that information is included in the returned metadata. The workflow should say when the available details do not answer that question.
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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