Keep an at-a-glance inventory of Affinity lists
A scheduled summary makes it easier to remember what lists exist and where your pipeline context is organized.
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 structures are out of sight, it takes extra effort to remember where company, contact, or opportunity information lives.
- Retrieve metadata for all lists.
- Get a recurring overview without a manual Affinity check.
- Choose where the run report is delivered.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in Notis.
- 2Create an automation in Notis or tell Notis in plain language.
- 3Describe the list metadata you want summarized and how often it should run.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one run and review the resulting inventory.
Questions about this workflow
Does this include rows inside each list?
No. This action returns metadata about lists. Use a list entry action for rows, subject to its permissions.
Can I use a webhook instead of a schedule?
This package uses a recurring Notis schedule for this workflow. A webhook can be used for request-driven workflows.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Affinity. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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