Review saved-view records in the context of a client request
Bring the filtered records your team already relies on into a short review tied to the incoming client task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a saved view
Lists entries in a saved view.
Why this helps
Useful filtered views are easy to forget when a request arrives in a different system and demands a quick decision.
- Use a saved view to focus the review on selected records.
- Summarize fields available in the view for a specific task.
- Reduce navigation between a request and its relevant records.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Affinity once in the Notis portal.
- 2Create an automation that retrieves rows from the relevant Affinity saved view and summarizes records for the request.
- 3Choose the AgencyZoom webhook as the trigger.
- 4Select where run reports should go.
- 5Test with one request and confirm the view is a supported sheet-type view.
Questions about this workflow
Does the action preserve the saved view's sort order?
No. The action does not maintain sort order, so the summary should not imply that the original ordering is preserved.
Does it work with every saved view?
The action supports sheet-type views and requires export permissions.
Can it create or edit the saved view?
No. It retrieves rows from a saved view and does not modify the view.
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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