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Notis

Turn an incoming Ably request into an Affinity list brief

Ask for a list snapshot through an incoming request and get the useful context in one place.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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.

Why this helps

Checking a pipeline list manually interrupts focused work and makes it easy to miss the current state.

  • Get a current list snapshot without switching into Affinity.
  • Summarize entry data and metadata returned by the list endpoint.
  • Use an incoming request to ask for the snapshot when it is needed.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Affinity once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to retrieve the requested Affinity list entries and summarize the returned data for an Ably update.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real list request and confirm the report is useful.

Questions about this workflow

Does Affinity return every custom field on the list?

The endpoint supports requested field ids or field types. The automation can summarize only the data returned, and access requires the export data from lists permission.

Does Ably start this from an app event?

Ably has no trigger events in this setup. The automation starts from a Notis webhook request.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ably to Affinity. A trigger fires from one place; an action lands in another.

Ably 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.

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

When this happens · Trigger

Do this · Action

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