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Notis

Know which contact fields can support partner follow-up

Check the fields available on Affinity people before deciding what context to request for an Adtraction partner conversation.

Trigger

Webhook received

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

Action

Get metadata on person fields

Retrieves metadata about person fields.

Why this helps

Contact preparation slows down when you do not know which relevant details are available in your records.

  • Retrieve metadata for non-list-specific person fields.
  • Identify field IDs that can be used in future person lookups.
  • Tie field discovery to the partner details you care about.

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 person field metadata and summarize fields relevant to your Adtraction partner follow-up criteria.
  • 4Choose a webhook as the trigger and select where run reports should go.
  • 5Test with one real example by sending an HTTP request that starts the run.

Questions about this workflow

Does this action return contact records or field values?

No. It returns metadata about person fields. Use a person retrieval action and the returned field IDs or types to request details.

Can I start this from Adtraction?

Adtraction exposes no trigger events in this package. The Notis webhook starts from an HTTP request.

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.

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.

Adtraction and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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