Prepare follow-up around available contact fields
Check the person fields available to your Affinity connection before building a contact review or follow-up prompt.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
Contact reviews often stall because the team expects fields that are not available in its connected account.
- Review available non-list-specific person fields.
- Align follow-up prompts with fields the connection can return.
- Make missing contact details explicit during planning.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that retrieves person field metadata and summarizes which fields can support the planned follow-up review.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should be delivered.
- 5Test and confirm the needed contact fields are available.
Questions about this workflow
Does this return person values?
No. It returns metadata about person fields. Use person retrieval actions to request field values.
Are list-specific contact fields included?
No. This action covers non-list-specific person fields. List-specific data comes from list entry actions.
Can this determine which contact details are missing?
It can show which fields exist, but assessing missing values requires retrieving person records and checking the returned 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
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