Keep your Affinity list inventory easy to scan
See the lists available in Affinity in a concise recurring report, so you can quickly identify where relationship work belongs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on all lists
Retrieves metadata for all lists.
Why this helps
When lists are hard to keep straight, choosing the right place for a follow-up becomes another small but costly decision.
- Summarize metadata for all available lists.
- Reduce time spent locating the right list for a review.
- Create a recurring reference without claiming to inspect list entries.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Affinity once in the Notis portal.
- 2Create an automation and describe the list catalog summary in one instruction.
- 3Choose a Notis cron schedule.
- 4Choose where run reports go.
- 5Test with one real example and confirm the connected account can access the intended lists.
Questions about this workflow
Does this include the rows inside each list?
No. This action returns list metadata. Use a list-entry action when you need to review rows and have the required export permission.
Can the report compare list changes over time?
Only if a prior snapshot is supplied or otherwise available as a baseline. The listed action does not return list history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Affinity. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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