Prepare contact research around available fields
Review the person fields Affinity provides before planning contact-focused content research.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on person fields
Retrieves metadata about person fields.
Why this helps
Contact research can stall when a content plan depends on details the CRM does not expose.
- Review available person fields before a research cycle.
- Ground plans in returned metadata.
- Lower the chance of late research changes.
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 Affinity person fields that could support contact research.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one real run and validate the summary.
Questions about this workflow
Does this export people?
No. It retrieves field metadata, not person records.
Can I request private or unavailable fields?
The report is limited to metadata Affinity returns under the connected account's access.
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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