Review your list landscape before the next quarter
Start quarterly content planning with a concise view of the Affinity lists available to your team.
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
Quarterly planning takes longer when no one has a quick overview of the relationship lists available.
- Review all returned list metadata in one report.
- Start planning with a shared view of list availability.
- Avoid unsupported assumptions about list contents.
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 the Affinity list landscape for quarterly content planning.
- 4Pick a notis_cron schedule and choose where run reports go.
- 5Test with one real run before the planning cycle.
Questions about this workflow
Does list metadata show whether a list is active or useful?
Only if Affinity returns that information in the metadata. The report should not infer unavailable details.
Can I use this to review list entries?
No. This action returns metadata about lists. Entries require a separate supported action and appropriate permissions.
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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