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Notis

See a contact's available Affinity context in one place

Make it easier to understand who and what is connected to a contact before you act.

Trigger

Webhook received

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

Action

Create a page

Creates a new page in a document.

Why this helps

Relationship context can be difficult to reconstruct when contacts, opportunities, and notes are reviewed separately.

  • Collect available related context on one page.
  • Prepare for relationship-driven conversations.
  • Spot missing information before making assumptions.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Coda once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and describe the contact relationship view you want.
  • 3Tell Notis to find the specified Affinity contact and create a Coda page with related information available in Affinity.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real contact and review whether the related context is useful.

Questions about this workflow

Will it find every relationship connected to a contact?

It can use relationship information exposed by Affinity for the contact. Check the test result to confirm it covers the data you need.

Can it infer relationships that are not recorded?

It should report what is available and flag gaps. Provide any outside context you want included.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Affinity triggers

Coda actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add a category for pack

Adds a publishing category to a pack.

ActionInstant

Webhook trigger

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

TriggerInstant

Add a maker for pack

Adds contributors to a Pack’s public listing.

ActionInstant

Add a permission for pack

Grants or updates access to a pack for a user or workspace.

ActionInstant

Add custom domain

Adds a custom domain to a published document.

ActionInstant

Add permission

Adds a permission to a document.

ActionInstant

Begin content export

Starts an export of page content in HTML or Markdown format.

ActionInstant

Content export status

Checks an export’s status and retrieves its download link when ready.

ActionInstant

Copy Document

Creates a copy of an existing document.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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