Keep your Affinity company portfolio organized
Get a monthly snapshot of your company records without opening every list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Company information becomes inconsistent as founders add records across multiple lists and projects.
- Find incomplete company records
- See portfolio patterns across all companies
- Create a repeatable monthly operating rhythm
Setup
Build it in a few focused steps.
- 1Connect 1Password and Affinity in the Notis portal once.
- 2Create an automation named Monthly company portfolio scan.
- 3Tell Notis to retrieve all Affinity companies, summarize meaningful patterns, and flag records needing review.
- 4Pick a monthly cron schedule and choose where reports should go.
- 5Test using one scheduled run and review the flagged records.
Questions about this workflow
Will this scan every company?
It uses Affinity's paginated company endpoint and reports the available records and fields.
Can I request specific fields?
Yes. Name the fields in your instruction when they exist in Affinity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Affinity. A trigger fires from one place; an action lands in another.
1password 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.
1password and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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