Confirm a saved view before using it for research
Check saved view metadata from the content request so research starts with the intended Affinity context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on a single saved view
Retrieves metadata for a saved view.
Why this helps
A research request can reference an outdated or unclear view, sending people searching for the right context.
- Retrieve metadata for a named saved view.
- Clarify the intended research context.
- Keep view metadata separate from view rows.
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 saved view named in the research request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real request and saved view.
Questions about this workflow
Does the lookup return the saved view's rows?
No. This action returns metadata for one saved view.
Can it retrieve any type of saved view?
The metadata action describes a saved view. The separate rows action supports sheet-type views only.
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.
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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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