Find the right Affinity saved view faster
Keep a simple reference to the saved views available on a list, so you spend less time searching for the right review.
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
When a list has many saved views, finding the useful one can become another task to remember and repeat.
- Retrieve saved-view metadata for a list.
- Get an organized inventory in a chosen report channel.
- Make it easier to locate the right saved view for a review.
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's saved views to summarize and how to organize the inventory.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does the inventory include saved-view rows?
No. This action returns metadata about saved views on a list. Use the saved-view entries action to retrieve rows.
Can I choose a different list later?
You can update the instruction to identify the list you want summarized.
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
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.