Use a filtered Affinity view to prepare a partner decision
Bring the rows from a relevant saved view into your partner review when you are ready to make a decision.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a saved view
Lists entries in a saved view.
Why this helps
A filtered view can be useful, but switching into Affinity and scanning rows can interrupt the decision you meant to make.
- Retrieve rows from an Affinity saved view on demand.
- Summarize filtered records for a specific partner decision.
- Keep the report focused on the criteria supplied in your instruction.
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 entries from the relevant saved view and summarize the records that inform your Adtraction partner decision.
- 4Choose a webhook as the trigger and select where run reports should go.
- 5Test with one real example and confirm the view is sheet-type and your Affinity account has export permission.
Questions about this workflow
Are all Affinity saved views supported?
No. This action supports sheet-type views, requires export permissions, and does not maintain the view's sort order.
Can I use this to know whether a new Adtraction transaction happened?
No. Adtraction has no trigger events in this setup. The HTTP request starts the Notis run, which reads the Affinity view.
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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