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Notis

Check list fields before researching a CMS request

Find out which list fields are available before planning research around an Affinity list.

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 s fields

Retrieves metadata about the fields in a list.

Why this helps

Research can start with assumptions about list data that the connected Affinity list does not provide.

  • Identify available fields for a named list.
  • Set realistic expectations for research.
  • Reduce backtracking caused by unavailable fields.

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 look up and summarize the available fields for the Affinity list in the request.
  • 4Pick the notis_webhook trigger and choose where run reports go.
  • 5Test with one real request and list.

Questions about this workflow

Does this return field values?

No. It returns metadata about available fields. A separate list-entry lookup is needed for values.

What if the request does not name a list?

Provide the list identity in the request or instruction so Notis can perform the intended lookup.

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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