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Notis

Understand the fields available on Affinity people

Know what person field data is available before planning a contact review or asking for a report.

Trigger

Recurring schedule

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

Action

Get metadata on person fields

Retrieves metadata about person fields.

Why this helps

Requests for relationship insights stall when the fields needed to answer them are not clear.

  • Review non-list-specific person fields in one place.
  • Set clear expectations for contact reports.
  • Use field ids or types when requesting detailed data.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Affinity once in the Notis portal.
  • 2Create a new automation with a name, prompt, and report channel.
  • 3Tell Notis to retrieve metadata on person fields and explain what information is available.
  • 4Choose a recurring schedule and report destination.
  • 5Test with one real run.

Questions about this workflow

Does this report person records?

No. It reports metadata on person fields, not the values for each person.

What can I do with the field ids?

They can be used when requesting field data from the people 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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