Keep contact follow-up visible each week
Review Affinity people records on a regular schedule and get a concise summary based on the follow-up criteria you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Contact follow-up can slip when there is no clear review moment and context is spread across records.
- Set a repeatable point to review contact records.
- Use criteria you provide to focus the report.
- Make follow-up decisions easier to 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 to retrieve Affinity people records on a schedule and summarize contacts against your follow-up criteria.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with a real contact report and confirm the criteria are reflected.
Questions about this workflow
Does this send follow-up messages?
No. The selected action retrieves person records and reports on them; it does not send outreach.
Can it decide who needs follow-up?
It can apply criteria you provide to available person data. If a needed date or status is not returned, include it in your instruction or adjust the criteria.
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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