Make your Affinity people directory easier to review
Get a regular view of your people records to make relationship maintenance easier to plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all persons
Lists people.
Why this helps
A large people directory is hard to review consistently when it takes too many manual searches to find useful context.
- Review returned people data in one report
- Make relationship maintenance easier to plan
- Use available custom fields when requested
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation and set its name and report channel.
- 3Tell Notis which people information to retrieve and how to summarize it for your review.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go and test the report against a few known records.
Questions about this workflow
Can the workflow retrieve custom person fields?
The action supports field identifiers or field types when requested. Available fields can be checked with the person fields metadata action.
Can it infer relationship history that is not returned?
No. The report should use returned data and call out any history or baseline that is missing.
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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