See a company's Affinity list history in one brief
Request a company review and bring its available list context together for an Ably update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
A company's context may be spread across several lists, making a quick relationship review slow.
- Bring returned list entry details together for one company.
- Include available metadata such as creation date and author.
- Reduce repeated searches across Affinity lists.
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 company's list entries and summarize the returned fields and metadata.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real company request and verify the access permissions.
Questions about this workflow
What information can the summary include?
It can summarize company data across lists, including list-specific fields and returned metadata such as creation date and author. The endpoint requires export data from lists permission.
Will this include a company's full history outside Affinity lists?
No. It summarizes the list entry data returned by Affinity and does not infer activity that the endpoint does not provide.
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.
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.
Ably and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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