Connect New Folders to Company Tracking
Give each new operating area a clear view of where companies are tracked.
Trigger
Folder Created
Triggers when a new Folder is created.
Action
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Why this helps
New folders can become isolated from the company lists that support their work.
- Find relevant company lists faster
- Reduce duplicate research
- Improve operating context
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Affinity in Notis once.
- 2Create an automation describing the company list lookup.
- 3Pick the ClickUp Folder Created trigger.
- 4Choose where run reports should go.
- 5Test with one new folder.
Questions about this workflow
Can it search by Folder name?
Yes. The instruction can tell Notis how to use the new Folder context.
Does it create company records?
No. It retrieves metadata about existing Affinity lists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clickup to Affinity. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Clickup and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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