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Notis

Understand the fields available on an Affinity list

Get a compact reference to the fields available on a list before using those fields in a review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get metadata on a single list s fields

Retrieves metadata about the fields in a list.

Why this helps

It is hard to ask for the right list data when you first have to discover which fields are available.

  • Retrieve metadata for fields on one list.
  • Use returned field IDs to guide a later list-entry request.
  • Receive a reference in your chosen report channel.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis which list to inspect and to summarize the available fields and their identifiers.
  • 4Pick a recurring schedule as the trigger.
  • 5Choose a report channel, then test with one real example.

Questions about this workflow

What is this field reference useful for?

The returned field IDs can be used to request field data from the list entries endpoint.

Does it return list records?

No. The action returns metadata on a single list's fields.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Affinity. A trigger fires from one place; an action lands in another.

ActiveMerge 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.

ActiveMerge and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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