Get a quick reference for an Affinity saved view
Request the metadata for a saved view before deciding whether it fits the question you need to answer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single saved view
Retrieves metadata for a saved view.
Why this helps
Saved views can be hard to distinguish when their names do not make their filters or purpose obvious.
- Retrieve metadata about a single saved view.
- Start the lookup through an HTTP request.
- Get a concise explanation in 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 how to identify the saved view from the request and to summarize its metadata.
- 4Pick a webhook as the trigger.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does this return rows from the saved view?
No. It retrieves metadata for a single saved view. Use the saved-view entries action to retrieve rows.
Can the webhook be started by another system?
Yes. An HTTP request starts the Notis webhook trigger.
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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