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Notis

Get contact context the moment you need it

Respond with the right details without searching through Affinity manually.

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

An unexpected reply or introduction can require a rushed search before you know how to respond.

  • Respond with current contact information
  • Reduce lookup time during live conversations
  • Keep context grounded in your records

Setup

Build it in a few focused steps.

  • 1Connect 1Password and Affinity in the Notis portal once.
  • 2Create an automation named Person context on alert.
  • 3Tell Notis to identify the person from the webhook, retrieve the Affinity record, and summarize relevant context and missing details.
  • 4Select a webhook trigger and add its endpoint to your alert source.
  • 5Choose a report channel and test with one person.

Questions about this workflow

Can I request custom person fields?

Yes. Include the Affinity field names or types you want in the instruction.

What happens if several people match?

Notis reports the ambiguity and asks you to provide a more specific identifier.

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.

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

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

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.

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

When this happens · Trigger

Do this · Action

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