Bring saved view context into partner decisions
Fetch the metadata for the Affinity saved view you use to assess a potential Adtraction partnership, right when the decision comes up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single saved view
Retrieves metadata for a saved view.
Why this helps
It takes focus away from a partner decision to hunt down the saved view and confirm what it represents.
- Retrieve one saved view's metadata when a decision is active.
- Keep a partner review prompt available from an HTTP request.
- Use an instruction that can summarize the view for the decision at hand.
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 metadata for the saved view related to the partner opportunity and summarize its stated purpose for your Adtraction review.
- 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 workflow.
Questions about this workflow
Will this check the actual opportunity rows in the view?
No. The selected action returns metadata for a saved view. A separate supported action is needed to retrieve rows, and the view must meet its access requirements.
What starts the automation?
An HTTP request starts the Notis webhook trigger. Adtraction does not provide a trigger event in this workflow package.
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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