Get a recurring view of companies in Affinity
A scheduled landscape report helps you review company records in one sitting, using the available Affinity data and the questions that matter to your work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all companies
Lists companies.
Why this helps
Company research can become a trail of repeated searches and scattered notes when you need a current overview.
- Gather company records into a recurring review report.
- Use available fields to support consistent comparisons.
- State clearly when a requested attribute is unavailable.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which available company details and supplied criteria to include in the landscape report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report reflects the available data.
Questions about this workflow
Can this retrieve custom company fields?
The action supports company information and custom fields using field IDs or types. The metadata action for company fields can help identify available fields.
Does bulk access require permission?
Yes. The listed action says export permission is needed for paginated access to all companies.
Can it compare companies on information Affinity does not contain?
Only if you provide that information. Notis should mark missing attributes instead of inventing values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Affinity. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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