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Review Affinity list entries from a webhook

Use a webhook to turn a list review request into a concise, decision-ready summary.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

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.

Why this helps

List reviews get delayed when an alert arrives without a clear CRM workflow.

  • Shortens review time
  • Keeps list context intact
  • Creates consistent triage reports

Setup

Build it in a few focused steps.

  • 1Connect Affinity in Notis once.
  • 2Create an automation named Webhook list entry review.
  • 3Tell Notis which list and review criteria to use from each webhook payload.
  • 4Choose a Notis webhook trigger and copy its endpoint to the sending system.
  • 5Choose a report channel, then send one real test payload.

Questions about this workflow

Can the webhook name a list dynamically?

Yes, include a valid list identifier or unambiguous list name in the payload.

Are entry fields included?

They are included when the action returns them and your export permission allows access.

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.

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

New Discord Message Trigger

Polls a specific Discord channel for new messages.

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 Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

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

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

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

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

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

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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