Keep an investor list inventory ready for content planning
Get a recurring overview of Affinity lists so upcoming investor content starts with the relationship context at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
Planning investor content can mean rediscovering which lists exist each time a new brief arrives.
- Receive list metadata on a regular schedule.
- Make upcoming investor content planning easier.
- Keep the report focused on returned list metadata.
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 lists relevant to upcoming investor content planning.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one real run and review the inventory.
Questions about this workflow
Does this identify which lists are most relevant?
Not by itself. It reports available list metadata; your instruction can ask Notis to highlight lists using context you provide.
Does it include list entry details?
No. The action returns metadata about lists, not their entries.
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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