Keep your Affinity list catalog easy to scan
Get a scheduled overview of your lists so you can find the right place for work faster.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
Remembering which lists exist and what they represent adds friction to routine work.
- See metadata for all lists in one report
- Reduce time spent orienting in Affinity
- Keep a recurring reference for list discovery
Setup
Build it in a few focused steps.
- 1Connect Notis to Affinity once in the portal.
- 2Create a new automation in Automations, or tell Notis to create it from any channel.
- 3Ask Notis to retrieve metadata for all Affinity lists and present a concise catalog.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the catalog is clear.
Questions about this workflow
What does the list catalog contain?
The action returns metadata on all lists.
Does it list entries too?
No. It returns list metadata. List entry data is available through separate actions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Affinity. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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