Find available views for the research at hand
Get the Affinity saved view inventory alongside the request so researchers can decide what to use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get metadata on saved views
Retrieves metadata for saved views on a list.
Why this helps
Researchers lose time asking around for the right saved view before starting content work.
- Retrieve saved view metadata when a request arrives.
- Help researchers discover candidate views.
- Avoid claiming metadata describes view rows or 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 retrieve saved view metadata and summarize candidates for the research request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real request and review candidate relevance.
Questions about this workflow
Does this retrieve saved view data?
No. It retrieves metadata. Rows require a separate action and are supported only for sheet-type views.
Can it choose the best view automatically?
Not unless the returned metadata and your instruction provide enough information to assess relevance.
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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