Check company data availability before briefing
See which company fields are available before deciding what background a content brief can include.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
A brief loses momentum when researchers discover late that expected company details are unavailable.
- Check available company fields early.
- Shape the brief around returned metadata.
- Reduce research surprises.
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 company field metadata relevant to the incoming brief.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real company brief.
Questions about this workflow
Will this provide values for a named company?
No. It checks metadata for company fields. Use a single-company retrieval action for a company's data.
What if needed details are missing?
The report can identify what metadata is available. Any additional baseline or context must be supplied by you.
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
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