Review Affinity opportunities when work changes stage
When a task moves into a new section, get a timely view of Affinity opportunities to help you decide what needs attention next.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
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 stage change can prompt follow-up, but deal context may still be buried in a separate relationship database.
- Pair a workflow transition with an opportunity overview.
- Make deal context available in the run report.
- Reduce the effort of manually checking a pipeline during task handoffs.
Setup
Build it in a few focused steps.
- 1Connect Asana and Affinity once in the Notis portal.
- 2Create an automation and name it for opportunity context on section moves.
- 3Tell Notis which task details to use when retrieving and summarizing relevant Affinity opportunities.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports go.
- 5Test with one real task move and inspect the opportunity results.
Questions about this workflow
Will this move or update an opportunity?
No. The selected action retrieves opportunity records; it does not update pipeline stages.
Does the opportunities action include custom field data?
The listed action returns basic opportunity information and excludes field data.
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.
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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
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.
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.
Task Updated
Triggers when a task is updated in a project.
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.
Asana and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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