Check parsed documents against the view your team uses
Connect incoming document context to a saved Affinity view that already represents the work your team wants to monitor.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all list entries on a saved view
Lists entries in a saved view.
Why this helps
A useful company can be easy to miss when documents and a carefully filtered CRM view are reviewed in separate sessions.
- Check extracted organizations against a relevant saved view.
- Use the view your team already relies on for a specific review.
- Get a report of likely matches and organizations not found in the returned rows.
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 the saved view check.
- 3Ask Notis to compare document organization names with rows in the specified Affinity saved view and report likely matches and missing entries.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real document and confirm the saved view is suitable.
Questions about this workflow
Are all saved views supported?
The listed action supports sheet-type saved views and does not preserve sort order. Access also requires export permissions.
Can this update the saved view?
No. It reads rows from a saved view and returns a report.
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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