See which person fields Affinity makes available
Get a periodic reference to non-list-specific person fields when planning relationship reports or lookups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
Unclear field availability creates extra investigation before you can request the contact details you need.
- See available non-list-specific person fields
- Plan more precise person data requests
- Spend less time investigating field availability
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 person field metadata and summarize it as a reference.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the field descriptions are useful.
Questions about this workflow
What does person field metadata include?
It provides metadata on non-list-specific person fields.
Can the field IDs be used later?
Yes. The returned IDs can be used to request person field data from the available person 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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