Keep Affinity list metadata easy to find
Get a regular inventory of your Affinity lists so you can quickly see what list spaces are available for your next review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
When list names and metadata are out of sight, it takes extra digging to know where to look for a record.
- Provides a recurring view of list metadata.
- Helps orient follow-up work to the available lists.
- Requires no manual list-by-list lookup.
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 report you need.
- 3Ask Notis in one instruction to retrieve and summarize metadata on all Affinity lists.
- 4Pick a recurring schedule and choose a channel for run reports.
- 5Test with one real run and check that the returned list inventory answers your planning question.
Questions about this workflow
Does this retrieve records inside every list?
No. This action returns metadata on lists. Use a list-entry action when you need entries from a particular list.
Can the schedule be tied to an Agiled event?
No Agiled trigger events were supplied. This workflow uses a Notis recurring schedule.
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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