Know which Affinity list fields are available for your review
See the fields available on a list before designing a report or asking for a data review that the list cannot support.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on a single list s fields
Retrieves metadata about the fields in a list.
Why this helps
Reporting requests stall when teams discover too late that the chosen list does not contain the fields they expected.
- Inspect available fields on a selected Affinity list.
- Prepare reporting prompts around fields that actually exist.
- Reduce rework caused by assumptions about list data.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation asking Notis to retrieve metadata for the chosen Affinity list's fields and summarize which fields support the planned review.
- 3Choose a recurring schedule as the trigger.
- 4Select where run reports should go.
- 5Test with one list and verify that the returned field names match the intended reporting need.
Questions about this workflow
Does this retrieve the values in the fields?
No. It returns metadata about available fields. Use a list-entry retrieval action to read field values.
Can this determine whether an AgencyZoom report is accurate?
It can identify available Affinity fields for a planned report. It cannot verify AgencyZoom data or fields not returned by the selected action.
What does the test confirm?
It confirms that the connected account can retrieve field metadata for the selected list and that the available fields fit the review.
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
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