Bring the right saved view into document review
Help your team choose the right CRM lens for a parsed organization by retrieving saved view context when a document arrives.
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
Teams can lose time figuring out which saved view is relevant before they can even start a relationship review.
- Make relevant saved view metadata easier to discover from a document.
- Reduce hunting through CRM views to decide where to investigate.
- Keep the result grounded in the metadata Affinity returns.
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 saved view context.
- 3Tell Notis to use the organization details from a parsed document to retrieve relevant Affinity saved view metadata and summarize useful options.
- 4Choose a Notis webhook trigger and pick a report destination.
- 5Test with one real document and confirm the views are useful.
Questions about this workflow
Does this search the rows inside the saved view?
No. This action retrieves metadata on a single saved view. Use the saved view rows action to retrieve entries.
Can Notis know which view is relevant?
It can compare the document context with returned metadata, but the instruction should define what relevance means for your team.
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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