Know which saved views are available
Get an updated reference to saved views without hunting through Affinity to remember what is available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Retrieves metadata for saved views on a list.
Why this helps
Useful saved views are easy to forget when there is no quick overview of what's already set up.
- Keep saved view discovery in one report
- Review available saved views on a recurring schedule
- Reduce time spent searching for the right view
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 saved view metadata and organize it into a compact inventory.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real run and confirm the inventory is useful.
Questions about this workflow
What does this action retrieve?
It returns metadata on the saved views on a list.
Does the inventory include the rows in each view?
No. This action retrieves view metadata; retrieving rows uses the saved view entries action.
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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