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Notis

Get context on an Affinity saved view when work needs it

Bring the metadata for a saved view into the flow of work before you decide how to use its rows.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get metadata on a single saved view

Retrieves metadata for a saved view.

Why this helps

Saved view names and setup can fade from memory, slowing down a focused review or handoff.

  • Retrieves metadata for a single saved view.
  • Supports faster orientation before using a view.
  • Starts on demand through a Notis webhook.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or describe the intended context report to Notis.
  • 3Ask Notis in one instruction to retrieve and summarize metadata for a specified Affinity saved view.
  • 4Choose a webhook trigger and the channel for run reports.
  • 5Test with one real saved view and confirm the metadata helps the task.

Questions about this workflow

Does this return rows in the saved view?

No. This action returns metadata on a single saved view. Use the saved-view entries action for sheet-type view rows.

Does this work for every view type?

The metadata action returns a saved view’s metadata. The separate row retrieval action supports only sheet-type views.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Affinity. A trigger fires from one place; an action lands in another.

Agiled triggers

Affinity actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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