Know which company fields are available
Keep a clear reference to Affinity's non-list-specific company fields for more informed reporting requests.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
You may not know which company details can be retrieved until you stop to inspect field metadata.
- Review available non-list-specific company fields
- Make later data requests more precise
- Reduce guesswork when planning reports
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 company field metadata and summarize available fields for reference.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the field reference is understandable.
Questions about this workflow
What fields does this action cover?
It returns metadata on non-list-specific company fields.
How is the metadata used?
The returned field IDs can be used to request field data from the company retrieval 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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