Turn a saved view into a quick review
Ask for the filtered Affinity view you need and get a compact summary of its rows.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a saved view
Lists entries in a saved view.
Why this helps
Useful filtered views still require manual review when you are trying to spot what needs attention.
- Review filtered rows without scanning each one
- Summarize selected fields from the saved view
- Make recurring review requests easier to start
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 rows from the identified saved view.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real sheet-type view and check the returned rows.
Questions about this workflow
Does this support every saved view?
No. The action description says it supports only sheet-type views.
Will the result preserve the view's sort order?
No. The action description says it does not maintain sort order.
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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