Keep an eye on an Affinity list without checking it manually
Turn a recurring list review into a concise digest of the companies, people, or opportunities it contains.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a list
Lists entries on a selected list.
Why this helps
List reviews are easy to postpone when checking every row and deciding what deserves follow-up takes too much attention.
- Retrieve entries from a selected list.
- Summarize available entry data and metadata.
- Get the digest on a schedule in your chosen 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 Affinity list to review and what entry details or follow-up cues to include in its digest.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Can this retrieve any fields I choose?
The action supports specifying field IDs or field types, and requires Affinity's export data from lists permission.
Does the action preserve the list's sort order?
This is the list entries action, not the saved-view action. The event description does not promise sorting behavior.
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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