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Notis

Triage competitor advertisers against a saved view

Compare incoming advertiser research with a focused Affinity view to help your team decide what merits a closer look.

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 large company database makes it difficult to spot which incoming competitor findings match the team's current focus.

  • Use a saved view as a focused slice of Affinity company records.
  • Summarize possible matches to the incoming advertiser report.
  • Keep attention on companies that meet your existing view filters.

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 which Affinity saved view to retrieve and how to summarize possible matches to incoming Adyntel advertisers.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real advertiser report and confirm the saved view is supported.

Questions about this workflow

Does this work with every saved view type?

The action supports sheet-type saved views only.

Will the returned rows keep the view's sort order?

No. The provided action description says it does not maintain sort order.

Are export permissions required?

Yes. The action requires export 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.

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.

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

When this happens · Trigger

Do this · Action

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