Know which person fields Affinity can return
Keep available person fields easy to reference when you are preparing a contact search or record brief.
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
Contact lookups take longer when you have to discover field identifiers before you can request useful details.
- Retrieve metadata on non-list-specific person fields.
- Use returned IDs to request person data later.
- Receive a readable field reference through a Notis 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 to summarize the available non-list-specific person fields and explain that their IDs can guide later requests.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Can these field IDs be used for person data requests?
Yes. The returned IDs can be used to request field data from the Affinity persons endpoints.
Does this include list-specific fields?
No. It describes non-list-specific person 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.
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.
ActiveMerge and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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