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Notis

Know which company fields Affinity can provide

Get a concise field catalog so your next company review asks for information that is actually available.

Trigger

Recurring schedule

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

Action

Get metadata on company fields

Retrieves metadata about company fields.

Why this helps

Teams can lose time planning company analysis around fields they have not confirmed exist.

  • Prepare focused company data requests
  • Reduce field discovery interruptions
  • Keep field identifiers handy for research

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3Ask Notis to retrieve company field metadata and summarize available names, types, and identifiers returned.
  • 4Choose notis_cron and set a reasonable catalog review schedule.
  • 5Choose a report channel and test with one real example.

Questions about this workflow

Does this action return company records?

No. It returns metadata on non-list-specific company fields. Use company retrieval actions to request records and field data.

How are field IDs used?

The returned field IDs can be used to request data from the companies endpoints, subject to the required permissions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Affinity. A trigger fires from one place; an action lands in another.

Ai ml api 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.

Ai ml api and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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