Bring list context into discussion follow-up
When a discussion message calls for follow-up, get a fresh view of relevant Affinity list entries without leaving your current workflow.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
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.
Why this helps
Useful context can be scattered across a discussion and a CRM list, making follow-up slower and easier to forget.
- Review list records when discussion activity happens.
- Cut down on repeated searches across apps.
- Get a concise report to support follow-up decisions.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis which Affinity list context to retrieve when a discussion message arrives and how to summarize relevant entries.
- 4Pick New Canvas Discussion Message as the trigger and choose where run reports go.
- 5Test with one real discussion message and check the list results.
Questions about this workflow
Can this action retrieve entries from any list?
It retrieves entries from a list you identify in your instruction, subject to the account's Affinity permissions.
Does the action preserve the list's sort order?
The described action provides list entries, but no sort-order guarantee is included in the available action details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Affinity. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas Assignment Graded
Polls Canvas for newly graded submissions for a specific assignment.
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 Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
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 Canvas Discussion Message
Polls Canvas discussion topics for new messages.
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.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
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.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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