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Notis

Refresh company context when a Coda page changes

Keep a changing Coda plan aligned with the latest Affinity company details.

Trigger

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

Action

Get a single company

Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.

Why this helps

Company information goes stale while plans evolve in Coda.

  • Reduce stale company context
  • Prepare better outreach decisions
  • Keep research close to the work

Setup

Build it in a few focused steps.

  • 1Connect Coda and Affinity once.
  • 2Create an automation for company profile refreshes.
  • 3Tell Notis which company to retrieve and which fields matter for the page.
  • 4Choose Specific Coda Page Updated as the trigger.
  • 5Select where reports go and test with one page update.

Questions about this workflow

Can I request specific company fields?

Yes. Include the desired field names, field ids, or field types when your permissions support them.

Does the page need a fixed identity?

Yes. Select or describe the specific Coda page that should trigger the workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Coda to Affinity. A trigger fires from one place; an action lands in another.

Coda 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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

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 Coda Document Trigger

Triggers when a new Coda document is created.

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 Coda Page Trigger

Triggers when a new page is added to a Coda document.

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

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

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

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

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.

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

When this happens · Trigger

Do this · Action

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