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Notis

See your Affinity lists in one weekly overview

Notis can gather metadata for your Affinity lists on a schedule and give you a compact orientation to the lists available in your workspace.

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

When lists accumulate, it is easy to forget what exists and which list might be relevant.

  • Review list names and metadata without opening lists one by one.
  • Keep a recurring orientation to your Affinity workspace.
  • Receive the report in a channel you choose.

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 the metadata for all Affinity lists and call out unclear or missing context.
  • 4Pick a recurring schedule and choose where run reports go.
  • 5Test with one real example and review the report.

Questions about this workflow

Does the workflow include the companies or people in each list?

No. This action returns metadata on all lists. Use a list-entry action when you need rows from a particular list.

Can the report explain what each list is for?

Only when the list metadata provides that information. Notis should identify missing descriptions rather than infer them.

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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