Review Affinity saved views related to an email
Use a saved view to focus your email research on the records that matter to a company conversation.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Why this helps
Finding the right filtered view and reviewing it manually adds friction when an email needs a quick response.
- Use existing saved view filters to focus a review
- Summarize returned records and selected fields
- Reduce manual navigation during email triage
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Affinity once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Describe how to identify the relevant saved view and summarize matching returned records in one instruction.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real email and verify the view returns useful records.
Questions about this workflow
Does this work with every saved view?
The listed action supports sheet-type saved views and requires export permissions. It does not maintain the view's sort order.
Will Notis create or change a saved view?
No. This workflow reads records from a saved view and summarizes them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Affinity. A trigger fires from one place; an action lands in another.
Agent mail 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
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
New Email Received
Trigger for new emails in an AgentMail inbox
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Agent mail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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