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Notis

See what company details a content brief can use

Before building a company-focused brief, get a clear reference to the company fields Affinity exposes.

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

Writers may plan around company details that are not available in the connected relationship database.

  • Identify available company fields early.
  • Keep the brief grounded in Affinity's returned metadata.
  • Save manual lookup time during research.

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 and summarize fields relevant to the incoming content brief.
  • 4Pick the notis_webhook trigger and choose where run reports go.
  • 5Test with one real company-focused brief.

Questions about this workflow

Does this return a specific company's values?

No. It returns metadata about available company fields. Retrieving company values requires a separate company lookup action.

Can Notis identify fields that are not in Affinity?

No. The report is limited to fields returned by Affinity.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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