Use Affinity list metadata to guide email triage
Understand the lists available in Affinity before deciding where an email belongs in your review.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Get metadata on all lists
Returns metadata on lists.
Why this helps
When a message needs CRM context, it can be unclear which list to check, especially when several lists have similar purposes.
- Review available list metadata in context of a new message
- Identify useful lists for a follow-up lookup
- Reduce guesswork when navigating Affinity
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Affinity once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3Describe how to summarize available Affinity lists relevant to the email in one instruction.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with an email that requires choosing among multiple Affinity lists.
Questions about this workflow
Will the workflow inspect all entries in every list?
No. This action retrieves metadata about lists. It can help identify a relevant list, but does not return its entries.
Can I use this for automatic routing?
It can summarize likely list context for review. The listed action does not move records between lists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Affinity. A trigger fires from one place; an action lands in another.
Agent mail 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.
New Email Received
Trigger for new emails in an AgentMail inbox
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.
Agent mail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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