Get a recurring pulse on Affinity opportunities
Start your review with a compact snapshot of the opportunities Affinity returns.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
A pipeline review can begin with scattered searches instead of a clear view of the current opportunities.
- Get a recurring overview without starting from scratch.
- Summarize basic opportunity information returned by Affinity.
- Share the pulse through the connected Ably workflow.
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 Affinity opportunities and summarize the returned basic information for an Ably update.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the summary fits your review.
Questions about this workflow
Does this include opportunity custom fields?
The all opportunities endpoint returns basic information and excludes field data. Field data requires the relevant single-opportunity or list entry endpoints and permissions.
Can the schedule show changes since the previous run?
Only if a baseline is supplied or retained separately. The endpoint provides current returned data, not a change history.
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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