Know which Affinity lists support your agency workflows
Get a concise inventory of available Affinity lists so your team can find the right place to review relationship context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
People waste time searching or asking around when nobody has a clear inventory of the Affinity lists used for agency work.
- Create a periodic overview of available Affinity lists.
- Understand list names and metadata before choosing a review workflow.
- Reduce repeated discovery and navigation.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that retrieves Affinity list metadata and summarizes its potential relevance to agency sales and renewal workflows.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test once and confirm the list inventory contains enough metadata for the summary.
Questions about this workflow
Does the inventory include list entries?
No. This action returns metadata about lists. Use a list-entry retrieval action to review the records inside a list.
Will Notis know what each list is used for?
Only if its metadata or your prompt provides that context. Otherwise, the summary should describe what is returned without guessing each list's purpose.
Can this create a new Affinity list?
No. The available action only retrieves list metadata.
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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