Review an Affinity saved view for exceptions
Use an existing saved view as a focused review set and ask Notis to surface records for attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all list entries on a saved view
Lists entries in a saved view.
Why this helps
Important exceptions can stay buried in a filtered view when nobody has time to inspect every row.
- Reuse a saved view as the review scope
- Summarize records that meet your stated criteria
- Make exception review easier to repeat
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Affinity once in the Notis portal.
- 2Create an automation and choose a name and report channel.
- 3Tell Notis which saved view to retrieve and what constitutes an exception worth flagging.
- 4Choose the Notis webhook trigger and test with a sheet-type saved view identifier.
- 5Choose where run reports should go and verify the result against a few rows.
Questions about this workflow
Can this use any saved view?
The action supports sheet-type saved views. It does not maintain the saved view's sort order.
Can Notis invent missing criteria?
No. Include the exception criteria in your instruction. If a needed field is unavailable, the workflow should report that gap.
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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