Keep your Affinity saved views visible
Notis can retrieve saved-view metadata on a schedule and send you a compact catalog for your regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get metadata on saved views
Returns metadata on the saved views on a list.
Why this helps
Useful saved views are easy to forget when your day is spread across email, deals, and follow-ups.
- Keep a current catalog of saved-view metadata at hand.
- Make it easier to remember which views are available.
- Receive the report on a schedule you choose.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe that Notis should retrieve saved-view metadata and provide a concise catalog.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one run and review the report.
Questions about this workflow
Does this retrieve rows from each saved view?
No. This action returns metadata on saved views. Retrieving rows requires the saved-view entries action, which has export permission and view-type constraints.
Does the report preserve the saved views' sort order?
This workflow uses the saved-view metadata action, which does not return view rows or their order.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Affinity. A trigger fires from one place; an action lands in another.
Gmail 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
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Get all companies
Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Get all list entries on a list
Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. "export data from lists" permission is necessary.
Get all list entries on a saved view
Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
Get all opportunities
Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. "export data from lists" permission needed.
Get all persons
The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
Get a person s list entries
Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires "export data from lists" permission.
Connect any two apps with Notis in the middle.
Gmail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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