Confirm the right Affinity list for campaign planning
Start with a campaign request and get the metadata for the Affinity list you plan to use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single list
Retrieves metadata for a specific list.
Why this helps
Campaign planning slows down when teams have to hunt through Affinity to confirm list details.
- Retrieve metadata for a specified list.
- Keep campaign planning focused on the intended list.
- Avoid mistaking list metadata for entry data.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve metadata for the Affinity list named in the campaign request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real campaign request and list.
Questions about this workflow
Does it return the list's people or companies?
No. This action returns metadata for a single list. Use a list-entry action for entries, subject to its permissions.
What information should the request include?
Include enough context to identify the Affinity list you want Notis to look up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Affinity. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms 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.