Screen new Discord members against Affinity
Know whether a new community member already has a relationship in your CRM.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
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
New members may already be warm contacts, but teams often miss the connection.
- Reveals prior relationships
- Improves welcome routing
- Prevents duplicate outreach
Setup
Build it in a few focused steps.
- 1Connect Discord and Affinity in Notis once.
- 2Create an automation named Discord member person screen.
- 3Tell Notis to compare each new member's identifying details with accessible Affinity people and summarize likely matches.
- 4Pick New Member Joined as the Discord trigger.
- 5Choose a report channel, then test with one real member join.
Questions about this workflow
What if Discord only provides a username?
Notis reports limited matching confidence and uses only the available identifying details.
Does it create a new person record?
No. This workflow only searches and summarizes existing people.
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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