Understand the company fields available for partner tracking
Keep your partner review grounded in the company fields your Affinity account actually exposes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Partner tracking is harder to interpret when you are unsure which company details are available to work with.
- Retrieve metadata for non-list-specific company fields.
- Use available field IDs to guide future company data requests.
- Compare available fields with the partner criteria you provide.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Affinity once in the Notis portal.
- 2Create an automation from Automations, New Automation, and name it.
- 3In one instruction, ask Notis to retrieve Affinity company field metadata and summarize fields relevant to the Adtraction partner tracking criteria you provide.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and check that the report identifies available field IDs.
Questions about this workflow
Does this return company records?
No. It returns metadata about non-list-specific company fields. Use a company retrieval action to request data for those fields.
Can it know which fields contain affiliate information?
Only if the field metadata or criteria you supply makes that clear. The action does not expose values from every company record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Affinity. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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