Understand the fields in an Affinity list
Keep a clear reference to a list's available fields so future reviews can ask for the right context.
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
It takes extra effort to inspect a list's fields before you can decide what data a review should include.
- Review available fields for a specific list
- Use field IDs to guide later entry retrieval
- Reduce repeated inspection during reporting
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 the specified list's fields and summarize them for reference.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real list and confirm the fields are clearly described.
Questions about this workflow
What is required to retrieve field metadata?
The action retrieves metadata on a single list's fields. You need to identify the list whose fields you want to review.
How can the returned field IDs be used?
The action description says to use returned field IDs to request field data from the list entries endpoint.
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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