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Get the list context behind relationship content

Bring the relevant Affinity list metadata into the content request before planning the next relationship update.

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

Retrieves metadata for a specific list.

Why this helps

Relationship content takes longer when the intended Affinity list is unclear or its context is buried.

  • Bring list metadata into the planning report.
  • Focus the request on a specified Affinity list.
  • Make clear that metadata does not include list records.

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 metadata for the Affinity list relevant to the relationship content request.
  • 4Pick the notis_webhook trigger and choose where run reports go.
  • 5Test with one real relationship content request.

Questions about this workflow

Does this show relationship history?

No. The selected action returns list metadata only. History or entry details require other supported actions and available permissions.

Can I specify which list to inspect?

Yes. Include the list identity in your instruction or request.

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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