Make Affinity saved views easier to find
Get an organized catalog of saved views and their available metadata, ready for your team's next 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
Useful saved views become hard to discover when people forget what exists or where each view fits into their process.
- Retrieve metadata for saved views on a list.
- Make view discovery easier for people who do not remember every saved view name.
- Prompt a human review of views with unclear purpose or metadata.
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 the saved view catalog.
- 3Tell Notis to organize returned saved view metadata into a concise catalog and note unclear details.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the catalog reflects the available views.
Questions about this workflow
Does this include the rows inside saved views?
No. This action returns saved view metadata. Use the saved-view entries action to retrieve rows, subject to its limitations and permissions.
Will this preserve the saved view sort order?
This catalog action retrieves metadata rather than rows. The separate saved-view entries action does not maintain sort order.
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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