Prepare a person dossier in one request
Get the relevant relationship details together before your next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get a single person
Use get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default. request multiple fields at once. "export all people" permission needed.
Why this helps
Preparing for a person takes too many searches across the CRM.
- Prepare for conversations faster
- Use only relevant fields
- Keep research notes consistent
Setup
Build it in a few focused steps.
- 1Connect Notis and Affinity once in the portal.
- 2Create an automation asking Notis to retrieve and summarize the person fields you specify.
- 3Choose a webhook trigger.
- 4Select the report destination.
- 5Test with one real person.
Questions about this workflow
Can I request multiple fields?
Yes. List the fields in the instruction.
Does this send a message to the person?
No. It prepares an internal dossier.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Affinity. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
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.
0CodeKit and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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