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Notis

Understand an Affinity saved view before opening its rows

Get the saved view context first, then decide what to inspect in its results.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get metadata on a single saved view

Retrieves metadata for a saved view.

Why this helps

A saved view's purpose and scope can be unclear when its name does not explain the filters or selected fields.

  • Retrieve metadata for one saved view
  • Create a short orientation note
  • Help reviewers understand view scope

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 metadata for the submitted saved view and summarize its review context.
  • 4Choose the Notis webhook trigger and test with a real saved view identifier.
  • 5Choose where run reports should go and confirm the note reflects returned metadata.

Questions about this workflow

Does this action retrieve rows from the view?

No. It retrieves metadata for a single saved view. Use the saved-view entries action to retrieve its rows.

Can it explain filters that are not returned?

No. It should summarize available metadata and identify any missing view details.

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

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