Make Affinity saved views easier to find
Get a compact catalog of saved view metadata so your team can find the right review starting point.
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
When saved views are hard to remember, teams recreate checks or spend time searching for the right review lens.
- Retrieve metadata on available saved views.
- Make view discovery easier during prospect research.
- Keep a useful catalog in a chosen report channel.
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.
- 3Ask Notis to retrieve saved view metadata and summarize the views useful for prospect reviews.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and verify the returned catalog.
Questions about this workflow
Does the catalog include rows from each view?
No. This action returns metadata on saved views. Use the saved view entries action for rows, with its sheet-type and export permission limits.
Will this tell me which view is best for every lead?
It can summarize returned metadata, but choosing a view depends on criteria your team provides and information available in the prospect context.
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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