Plan around the company fields you can actually retrieve
Check available company fields before preparing account plans, so you know what information the connected Affinity account can provide.
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
Account plans become harder to maintain when the team assumes company data exists without checking available fields.
- Review non-list-specific company field metadata.
- Prepare account plans based on available data.
- Identify missing fields before they delay a review.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation asking Notis to retrieve company field metadata and summarize which fields support the account planning question.
- 3Set a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test the metadata retrieval and confirm the relevant fields appear.
Questions about this workflow
Does this include company field values?
No. It retrieves metadata about company fields. Use company retrieval actions to request values by field id or field type.
Does it include list-specific fields?
No. It covers non-list-specific company fields. List fields are available through list metadata and list-entry actions.
Can this tell me which fields are populated?
Metadata describes available fields, not whether values are populated across records. That requires retrieving company data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Affinity. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.