Know which contact fields are available to request
See the person fields Affinity makes available before asking for richer contact context in research reports.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
Contact research can omit useful details when teams do not know which fields are available to request.
- Retrieve metadata about non-list-specific person fields.
- Identify fields that may support a more useful profile lookup.
- Avoid assuming unrequested field values are present.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Affinity person field metadata and summarize what may help the Adyntel contact research you describe.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one real contact research question and review the available fields.
Questions about this workflow
Does the action retrieve person records?
No. It returns metadata about person fields. Use a person retrieval action for records.
How can the field metadata be used?
Returned field identifiers can be used to request field data from person retrieval endpoints.
Does metadata access guarantee access to all person data?
No. Record retrieval can require separate permissions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Affinity. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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