Check the saved view your prospecting process depends on
See saved view metadata alongside a prospect handoff to understand which existing review lens may apply.
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
A saved view can encode useful team context, but its purpose is easy to forget when handling a new prospect.
- Retrieve metadata for a specified saved view.
- Add existing review context to a prospect handoff.
- Avoid opening multiple views just to confirm their purpose.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from your usual channel.
- 3Name the saved view and ask Notis to summarize its returned metadata in context of the prospect.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one saved view and confirm the metadata helps your review.
Questions about this workflow
Does this action retrieve the saved view's rows?
No. It retrieves metadata on a single saved view. Use the saved view entries action for rows, which supports only sheet-type views and requires export permissions.
Can Notis infer a view's filters if they are not returned?
No. It can summarize returned metadata, but any missing filter or baseline details need to be supplied separately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Affinity. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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