Keep track of the saved views in Affinity
A compact catalog can help you remember which saved views are available for recurring reviews.
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
Useful saved views can be forgotten when they are buried among CRM navigation options.
- Review saved view metadata on a recurring cadence.
- Make existing review surfaces easier to discover.
- Prepare for a separate review of supported sheet-type views.
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 saved views summarized.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test and confirm the saved views included in the catalog.
Questions about this workflow
Does the catalog include rows from each view?
No. It returns metadata on saved views. Use the saved view entries action for rows in a supported sheet-type view.
Can this identify which views are most useful?
Not without criteria you provide. Notis can summarize returned metadata, but it cannot infer your review priorities.
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.
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.
Agentql and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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