Keep an up-to-date view of your Affinity lists
A scheduled inventory makes it easier to see which lists exist before planning a relationship review, deal scan, or data cleanup session.
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
When list names and purposes accumulate, it takes extra context switching to remember what is available.
- Get a recurring overview of available lists.
- Make list selection easier before a review or research task.
- Keep the report focused on metadata the Affinity action provides.
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.
- 3Describe the list metadata you want summarized and how the report should be organized.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check that the inventory is readable.
Questions about this workflow
Does the inventory include the rows inside each list?
No. This action returns metadata on lists. Use a list-entry action when you need list rows.
Can the report explain what each list is used for?
Only where that purpose is present in returned metadata or supplied by you. The action should not invent list purposes.
Can this workflow create or rename lists?
No. The available action retrieves list metadata only.
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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