Prepare company research with a field readiness check
Know which company details are available before the next company-focused content sprint.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on company fields
Retrieves metadata about company fields.
Why this helps
Company research briefs can promise details that the CRM does not expose to the connected workflow.
- Review available company fields before a content sprint.
- Ground research plans in returned metadata.
- Reduce last-minute changes to a brief.
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 summarize available Affinity company fields for upcoming content research.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one real run and verify the field summary.
Questions about this workflow
Does this check every company's field values?
No. It retrieves company-field metadata, not company records or their values.
Can it help with a specific company?
It can show which fields are available generally. A specific company lookup is a different action.
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.