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Notis

Know what Affinity company fields are available

Check the company fields before asking for a report, so research starts with a clear view of available data.

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

A research question can be hard to answer when you do not know which company fields are available.

  • Keep non-list-specific company fields easy to review.
  • Plan reports around fields Affinity actually exposes.
  • Use returned field ids when requesting company data.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Affinity once in the Notis portal.
  • 2Create a new automation in Automations with a name, prompt, and report channel.
  • 3Ask Notis to retrieve company field metadata and summarize the available information.
  • 4Pick a recurring schedule and report destination.
  • 5Test with one real run.

Questions about this workflow

Does this include company field values?

No. It returns metadata about fields, not individual company values.

How can field metadata be used?

Returned field ids can be used to request data from the company endpoints, subject to permissions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Airtop 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.

Airtop and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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