Know which saved views can support affiliate reviews
Make your saved view inventory easier to revisit when you are reviewing your Adtraction program and partner opportunities.
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
Useful saved views are easy to forget when review work happens across separate systems.
- Retrieve available saved view metadata in one scheduled run.
- Make relevant views easier to rediscover during partner reviews.
- Keep review setup lightweight with a plain language 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 saved view metadata and identify views that could support your Adtraction affiliate review, using criteria you supply.
- 4Choose a recurring schedule as the trigger and select where run reports should go.
- 5Test with one real example and check that the report reflects the available views.
Questions about this workflow
Does this workflow return the rows inside each saved view?
No. This action retrieves metadata about saved views, not the rows they contain.
Can it determine which views contain affiliate partners?
Only if the returned metadata or context you provide identifies them. Notis cannot infer hidden view contents.
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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