Know which list fields can enrich a document check
Before reviewing a company against a list, make the available list fields visible so your team knows what context to expect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single list s fields
Retrieves metadata about the fields in a list.
Why this helps
A CRM check can feel incomplete when reviewers expect data from list fields that were never requested or are not available.
- Retrieve field metadata for a selected Affinity list.
- Guide the review toward fields that actually exist on the list.
- Make missing context easier to explain in the report.
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 list field discovery.
- 3Ask Notis to use document context to retrieve metadata for the specified Affinity list's fields and summarize which fields may inform the review.
- 4Choose a Notis webhook trigger and set where run reports should go.
- 5Test with one real document and the intended list.
Questions about this workflow
Does this retrieve list entries?
No. It retrieves field metadata only. Use the list entries action to read rows and request data by field id or type.
Can it decide the right list automatically?
Specify the list in the instruction. The metadata action is for a single list.
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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