Get an Affinity company brief when you need it
Turn a company mention into a decision ready summary 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 company
Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.
Why this helps
Preparing for a call is harder when company details are buried in a CRM and notes arrive separately.
- Prepare faster for calls and meetings
- Keep briefings grounded in current Affinity data
- Reduce duplicate research
Setup
Build it in a few focused steps.
- 1Connect 1Password and Affinity in the Notis portal once.
- 2Create an automation named Company brief on alert.
- 3Tell Notis to identify the company from the webhook, retrieve its Affinity record, and write a concise briefing with unknowns called out.
- 4Choose a webhook trigger and provide its endpoint to your source system.
- 5Select a report channel and test with one company alert.
Questions about this workflow
Can the webhook contain a company name instead of an ID?
Yes, if the name uniquely identifies the company in Affinity.
Does the brief include private credentials?
Not unless you explicitly ask and the connected source makes that information available.
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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