Audit Affinity person list memberships quarterly
Keep relationship segmentation accurate as your network changes.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get a person s lists
Returns metadata for all the lists on which the given person appears.
Why this helps
People move between initiatives, and outdated list memberships can distort outreach priorities.
- Find missing list memberships
- Spot unexpected overlap
- Keep segmentation aligned with current work
Setup
Build it in a few focused steps.
- 1Connect 1Password and Affinity in the Notis portal once.
- 2Create an automation named Quarterly person list audit.
- 3Tell Notis to review Affinity person list memberships and flag gaps, unexpected overlaps, or records needing confirmation.
- 4Choose a quarterly cron trigger and select a report channel.
- 5Test with a representative set of people.
Questions about this workflow
Does the audit change memberships?
No. It identifies records for your review.
Can I define expected lists?
Yes. Include your expectations in the automation instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.