Know which Affinity saved views are available
Notis can periodically gather metadata about your Affinity saved views and return a clean inventory to help you find the right starting point.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Retrieves metadata for saved views on a list.
Why this helps
Useful saved views are easy to overlook when you cannot remember their names or available context.
- Get a recurring inventory of saved view metadata.
- Reduce time spent hunting for a relevant view.
- See when the returned metadata leaves important questions unanswered.
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 metadata for all saved views and organize the overview for quick scanning.
- 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 rows from each saved view?
No. It returns metadata on saved views. Retrieving rows requires the saved view entries action, which supports sheet-type views and requires export permissions.
Does the workflow preserve saved view sort order?
This metadata action does not provide view rows or their sort order.
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.