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Notis

Know which fields an Affinity list can provide

Make list data easier to understand by reviewing its available fields before planning analysis.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get metadata on a single list s fields

Retrieves metadata about the fields in a list.

Why this helps

A list review can stall when nobody knows which fields are actually available to request.

  • See metadata for fields on a specific list.
  • Prepare future list reviews with the right available data in mind.
  • Avoid assuming that a field exists.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Affinity once in the Notis portal.
  • 2Create an automation and describe how you want list fields summarized.
  • 3Choose a recurring schedule as the trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with a list whose fields you can verify in Affinity.

Questions about this workflow

Does this return list entries too?

No. It returns metadata about fields available on a single list.

Can I use the returned field identifiers later?

Yes. The identifiers can be used when requesting list entry field data through the appropriate Affinity action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agentql to Affinity. A trigger fires from one place; an action lands in another.

Agentql triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Agentql and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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