Find the right Affinity saved view faster
Keep a clear inventory of saved views ready for planning, pipeline reviews, and recurring work.
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
Saved views are easy to forget when they are scattered across lists and become important only at review time.
- Find relevant saved views faster
- Reduce time spent exploring CRM menus
- Support repeatable reviews with known views
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 saved view metadata and summarize view names and returned details for planning.
- 4Choose notis_cron and set a useful catalog review schedule.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Does this return saved view rows?
No. It returns metadata on saved views. Use the saved view entries action when you need rows from a specific supported view.
Will it preserve the view's sort order?
This metadata action is an inventory. The saved view entries action does not maintain sort order.
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.
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.
Ai ml api and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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