Skip to content
Notis

Know which person fields Affinity can provide

Build a quick reference to the person fields available before planning a contact review.

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

Contact reports become harder to scope when field availability is unknown.

  • Review non-list person fields
  • Scope contact reports around available data
  • Reduce guesswork when writing prompts

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Affinity once in the Notis portal.
  • 2Create an automation with a name and report channel.
  • 3Tell Notis to retrieve person field metadata and summarize the available fields as a reference.
  • 4Choose a recurring schedule as the trigger.
  • 5Choose where run reports should go and test with one real run.

Questions about this workflow

Are list-specific person fields included?

No. This action returns metadata on non-list-specific person fields.

Can a later workflow request values for these fields?

Yes. The person retrieval actions support requesting fields by identifier or type when available.

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.

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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.