Find the saved view that fits your next agency review
Make useful views easier to find with a scheduled catalog of the saved-view metadata available to your account.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Retrieves metadata for saved views on a list.
Why this helps
Teams lose time reopening the wrong view or asking others where a useful filtered review lives.
- Create a recurring catalog of available saved views.
- Make view metadata easier to scan and discuss.
- Help teams choose a starting point for follow-up reviews.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation asking Notis to retrieve saved-view metadata and produce a concise catalog for agency follow-up work.
- 3Set a recurring schedule as the trigger.
- 4Select where run reports should be delivered.
- 5Test the catalog and confirm returned metadata is sufficient to distinguish views.
Questions about this workflow
Does this include the rows inside each view?
No. This action returns metadata on saved views. Use the saved-view rows action for supported sheet-type views.
Will Notis infer what a view is for?
It can summarize returned metadata, but any purpose that is not clear from the data should be labeled as unknown or supplied in your instruction.
Does the action require export permission?
The metadata action description does not specify the export permission required for retrieving view rows. Check the connected account's access if a later row retrieval is needed.
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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