Keep an eye on your Affinity list inventory
Get a periodic overview of your lists so you can spot naming, ownership, or organization questions to investigate.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
As lists accumulate, it becomes harder to remember where information lives and which lists need attention.
- Review metadata for all Affinity lists in one report.
- Use the overview to identify lists that merit a human review.
- Reduce time spent rediscovering where records are organized.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for list inventory.
- 3Tell Notis to summarize returned list metadata and highlight unclear or incomplete details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and compare the inventory with Affinity.
Questions about this workflow
Does this retrieve list entries?
No. It retrieves list metadata. Use a list-entry action when you need records from a particular list.
Can Notis decide which lists should be archived?
It can surface information for your review, but this action does not archive or modify lists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Affinity. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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