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Add Affinity contact context to new Asana tasks

Get a quick Affinity people lookup when a new task lands, so relationship context is ready where you review automation reports.

Trigger

New Task Created

Triggers when a new task is created in a project.

Action

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.

Why this helps

A task can arrive without the relationship context you need, sending you between Asana and Affinity to figure out who is involved.

  • Surface relevant people records alongside new work.
  • Reduce manual context switching between task and relationship tools.
  • Keep a concise lookup in the automation run report.

Setup

Build it in a few focused steps.

  • 1Connect Asana and Affinity once in the Notis portal.
  • 2Create an automation and name it for contact lookup on new tasks.
  • 3Tell Notis to use task details to find relevant Affinity people and summarize matching records in the run report.
  • 4Pick Asana's New Task Created trigger and choose where run reports go.
  • 5Test with one real task and review the returned people data.

Questions about this workflow

Does this create or update Affinity contacts?

No. It retrieves people data and summarizes relevant results; the listed Affinity action does not create or update records.

What data can it retrieve?

The action supports person data using field IDs or field types, subject to Affinity permissions and the fields available to the connection.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Asana 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

Attachment Added to Task

Triggers when an attachment is added to a task.

TriggerInstant

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

New Comment on Task

Triggers when a comment is added to a task in a project.

TriggerInstant

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

New Task Created

Triggers when a new task is created in a project.

TriggerInstant

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

Task Moved to Section

Triggers when a task is moved to a section in a project.

TriggerInstant

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

Tag Added to Task

Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.

TriggerInstant

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

Task Updated

Triggers when a task is updated in a project.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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