Know which company details can support contract review
Keep contract party checks grounded in the company fields Affinity actually exposes to your connected account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Review instructions can ask for company details the integration cannot return, leading to confusing reports and wasted follow-up.
- See available non-list company field metadata for review planning.
- Keep document comparison instructions aligned with fields Affinity exposes.
- Reduce confusion when an expected company detail is unavailable.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contract field review.
- 3Ask Notis to extract contract company names, retrieve Affinity company field metadata, and report which available field ids or types could support the review.
- 4Choose a recurring schedule and choose where run reports should go.
- 5Test with one real contract and verify that the field guidance is useful.
Questions about this workflow
Does this retrieve company records too?
No. The selected action retrieves metadata on company fields. Use a company retrieval action to get company data.
Can it confirm the company values for a contract party?
No. Field metadata describes available fields. It does not return company profile values.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Affinity. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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