Review available person fields before editorial research
Keep a current reference to the person details Affinity can provide for content planning.
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
Research plans often stall when teams do not know which contact details are available to them.
- Review available person fields at a chosen cadence.
- Make research plans based on returned metadata.
- Reduce repeated manual checks.
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 and summarize Affinity person-field metadata for editorial research.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one real run and confirm the summary is useful.
Questions about this workflow
Does the report contain contact records?
No. It describes available person fields, not data for individual people.
Can the schedule be changed later?
Yes. Update the automation's trigger in the Notis portal.
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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