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Notis

Keep Affinity list metadata easy to scan

Know which lists exist before deciding where work belongs.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get metadata on all lists

Returns metadata on lists.

Why this helps

Teams waste time searching for the right list or relying on outdated documentation.

  • Improve workspace navigation
  • Reduce duplicate list creation
  • Keep planning references current

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Affinity once in Notis.
  • 2Create an automation asking for a concise list catalog.
  • 3Choose a recurring schedule as the trigger.
  • 4Select where reports go and test with one run.

Questions about this workflow

Does this retrieve list entries?

No. It reports metadata on lists; use a list-entry action for rows.

Can the report be sent to support?

Yes. Choose the report channel your support or operations team uses.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Affinity. A trigger fires from one place; an action lands in another.

Zendesk 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

Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.

ActionInstant

Webhook trigger

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

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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