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Know which Affinity saved views are available

Get a periodic inventory of saved views that could support your content research workflow.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get metadata on saved views

Retrieves metadata for saved views on a list.

Why this helps

Useful research views are easy to overlook when content planning happens outside Affinity.

  • See available saved view metadata.
  • Make view selection easier during research planning.
  • Avoid assuming a saved view's sort order 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 and summarize Affinity saved view metadata for content planning.
  • 4Pick a notis_cron schedule and choose where run reports go.
  • 5Test with one real run and review the saved view summary.

Questions about this workflow

Does this report saved view rows?

No. This action returns saved view metadata. Retrieving rows requires the saved-view entries action and is limited to sheet-type views.

Will the report preserve saved view sorting?

This workflow only reports metadata and does not retrieve or sort rows.

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.

TriggerScheduled

Get a company s list entries

Summarizes a company’s entries across all lists.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Lists the lists that contain a company.

ActionInstant

Get all companies

Lists companies.

ActionInstant

Get all list entries on a list

Lists entries on a selected list.

ActionInstant

Get all list entries on a saved view

Lists entries in a saved view.

ActionInstant

Get all opportunities

Lists opportunities.

ActionInstant

Get all persons

Lists people.

ActionInstant

Get a person s list entries

Summarizes a person’s entries across all lists.

ActionInstant

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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