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Notis

See the saved views available for an Affinity list

Get a recurring reminder of which saved views are available, so useful slices of your work are easier to find.

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

Saved views can be easy to forget when work is spread across lists and app contexts.

  • Retrieve metadata about saved views on a list.
  • Make view discovery easier with a recurring report.
  • Keep the report focused on view metadata.

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 which list's saved view metadata you want summarized.
  • 4Choose the recurring schedule and where run reports should go.
  • 5Test with one run and review the view inventory.

Questions about this workflow

Does this retrieve the rows in a saved view?

No. This action retrieves saved view metadata. A separate action retrieves entries from a saved view and has specific limitations and permissions.

Can I request metadata for every list's saved views at once?

The listed action describes metadata on saved views on a list, so specify the list you want to review.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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