Keep important Affinity list entries in view
A scheduled list review gives you a regular moment to scan relevant records and decide what deserves attention next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Important list details can be overlooked when reviews depend on remembering to open Affinity and search manually.
- Create a predictable review for a chosen list.
- Summarize available row data in one report.
- Make next steps easier to spot and resume.
Setup
Build it in a few focused steps.
- 1Connect 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 to retrieve on a schedule and what details to summarize.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with a real list and check that the report reflects available fields.
Questions about this workflow
Do I need special permissions?
The action requires export data from lists permission.
Can the report show list history or changes over time?
Only if the returned data includes that information or you supply a baseline. The action description does not guarantee a history comparison.
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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