Keep a reference for a key Affinity list
Receive a short recurring report with the metadata for a list you rely on.
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
Retrieves metadata for a specific list.
Why this helps
A list's basic context is easy to lose when you have to return to Affinity just to check its metadata.
- Keep a reference to a selected list's metadata
- Reduce repeated navigation for basic list context
- Make list review setup easier
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 and summarize metadata for the specified Affinity list.
- 4Choose the recurring schedule trigger and select where run reports should go.
- 5Test with one real list and make sure the report answers your reference needs.
Questions about this workflow
What does the action retrieve?
It returns metadata on a single list.
Does it retrieve list rows?
No. It returns metadata for the list. Entry retrieval 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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