Keep Affinity saved views visible for planning
Get a regular inventory of saved views so the right starting point for a review is easier to find.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Retrieves metadata for saved views on a list.
Why this helps
Useful saved views can be difficult to rediscover when view names and metadata are out of mind.
- Provides metadata for saved views on a list.
- Supports easier discovery for recurring reviews.
- Reduces time spent searching for the right view.
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 inventory you need.
- 3Ask Notis in one instruction to retrieve and summarize metadata for Affinity saved views on a specified list.
- 4Choose a recurring schedule and run report destination.
- 5Test with one real run and confirm the inventory covers the views relevant to your work.
Questions about this workflow
Does this retrieve saved view rows?
No. This action returns metadata on saved views. Use the saved-view entries action to retrieve rows from a supported sheet-type view.
Does the action cover saved views across every list?
The action description specifies saved views on a list. Identify the relevant list in your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.