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Notis

Keep the fields on a prospecting list clear

Review which fields a list exposes so future prospect checks can request the right information.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get metadata on a single list s fields

Retrieves metadata about the fields in a list.

Why this helps

People lose time guessing what a list can provide when its field definitions are out of sight.

  • Retrieve metadata for fields on a specified list.
  • Use field identifiers to inform later list entry requests.
  • Reduce guesswork during prospect research setup.

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.
  • 3Specify the Affinity list and ask Notis to summarize its available fields and identifiers.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one list and verify the field metadata.

Questions about this workflow

Does this return the actual list entries?

No. It returns metadata about fields available on a single list. Use the list entries action to retrieve entry data.

Why include this in an Aeroleads workflow?

It helps prepare a prospecting review by clarifying what Affinity data a selected list can expose; it does not itself look up an Aeroleads lead.

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.

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.

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

When this happens · Trigger

Do this · Action

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