Get Affinity opportunity context from Discord
Turn a quick deal update into a reliable snapshot of the opportunity your team is discussing.
Trigger
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Action
Get a single opportunity
Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.
Why this helps
Teams discuss deals in Discord without opening the CRM to confirm the latest opportunity details.
- Keeps deal discussions grounded in CRM data
- Cuts tab switching
- Creates a consistent update summary
Setup
Build it in a few focused steps.
- 1Connect Discord and Affinity in Notis once.
- 2Create an automation named Discord deal status snapshot.
- 3Tell Notis to identify the opportunity in each deal update and summarize its Affinity details.
- 4Pick New Discord Message Trigger for the deal channel.
- 5Choose a report channel, then test with one real opportunity message.
Questions about this workflow
Does this change the opportunity?
No. The available action retrieves information and does not edit Affinity.
Can Notis handle ambiguous opportunity names?
It can report possible matches and ask you to clarify the intended opportunity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Affinity. A trigger fires from one place; an action lands in another.
Discord 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.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
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 Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
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 Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
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.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
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.
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.
Discord and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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