Know which Affinity company fields are available
Keep a clear reference to Affinity’s company fields so it is easier to request the company data your work needs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Company reviews slow down when available organization fields are unknown or difficult to find.
- Summarizes non-list-specific company field metadata.
- Helps identify field ids for company data requests.
- Provides a recurring reference for planning and review.
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 tell Notis the reference report you want.
- 3Ask Notis in one instruction to retrieve and summarize metadata on Affinity company fields.
- 4Select a recurring schedule and a report channel.
- 5Test with one real run and confirm the field reference supports your intended company data request.
Questions about this workflow
Are these fields specific to a list?
No. This action returns metadata on non-list-specific company fields. List-specific fields use the single-list fields action.
Can this action return company records?
No. It returns field metadata. Use the companies action to request company data using field ids or types.
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.
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.
Agiled and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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