Know which company fields Affinity can report on
Keep a current reference to the company fields available for your account reviews.
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
Reporting requests can stall when the team does not know which company fields are available or how they are named.
- Summarize available non-list company fields
- Support clearer report instructions
- Make field discovery easier to revisit
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation, name it, and choose a report channel.
- 3Tell Notis to retrieve company field metadata and format the available fields as a reference.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go and review the first inventory.
Questions about this workflow
Are these fields specific to lists?
No. This action returns metadata on non-list-specific company fields.
Does the inventory include company values?
No. It returns field metadata. Use a company retrieval action to request values for selected fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Affinity. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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