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Find the right Affinity list for a new topic

A new course topic can prompt outreach or coordination. Get an overview of Affinity lists to quickly see which list may hold relevant records.

Trigger

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

Action

Get metadata on all lists

Returns metadata on lists.

Why this helps

Finding the right place to look in a large CRM takes attention away from planning the response to a new topic.

  • See available Affinity lists in one report.
  • Reduce time spent navigating lists manually.
  • Use list metadata to plan a grounded next step.

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 to retrieve Affinity list metadata when a discussion topic is created and summarize the lists that may be relevant.
  • 4Pick New Canvas Discussion Topic as the trigger and choose where run reports go.
  • 5Test with one real new topic and review the overview.

Questions about this workflow

Does this retrieve the rows inside each list?

No. This action returns list metadata. Use a list entry action if you need row data.

Can Notis know which list is relevant?

Notis can summarize returned list metadata against criteria you provide. It should not claim relevance without enough information.

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.

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

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

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 Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

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 Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

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

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

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

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

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

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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