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Notis

Get the details for one Affinity list

Look up a list's available metadata when you need to orient yourself before reviewing its entries.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get metadata on a single list

Retrieves metadata for a specific list.

Why this helps

A list name alone may not give you enough context to decide whether it is the right one to inspect.

  • Retrieve metadata for one list.
  • Start the lookup when you need it with an HTTP request.
  • Receive a short explanation 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 how to identify the list from the request and to summarize its available metadata.
  • 4Pick a webhook as the trigger.
  • 5Choose a report channel, then test with one real example.

Questions about this workflow

Does this retrieve list entries too?

No. It retrieves metadata for a single list. Use the get all list entries action to retrieve rows.

How does the workflow start?

Send an HTTP request to the Notis webhook.

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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