Bring an Affinity saved view into research review
Add the filtered Affinity context your team already relies on to a focused research report.
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
A useful saved view is easy to overlook when research happens in a separate workflow and app.
- Review rows from an existing saved view
- Keep research aligned with saved filters
- Prepare concise follow-up context
Setup
Build it in a few focused steps.
- 1Connect Agenty and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3Ask Notis to retrieve rows from the relevant Affinity saved view after Agenty research and summarize the returned context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real run and verify the view is a supported sheet-type view and the account has export permission.
Questions about this workflow
Does saved view retrieval preserve its sort order?
No. The action does not maintain sort order and supports only sheet-type views.
Can I use any saved view?
The selected view must be a supported sheet-type view, and the connected account needs the required export permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Affinity. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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