Brief the team from an Affinity saved view
Convert a filtered CRM request into a focused brief as soon as the webhook arrives.
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 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.
Why this helps
Saved views are useful but still require someone to open, scan, and summarize them.
- Automates filtered reporting
- Preserves saved view criteria
- Makes decisions faster
Setup
Build it in a few focused steps.
- 1Connect Affinity in Notis once.
- 2Create an automation named Webhook saved view brief.
- 3Tell Notis to retrieve and summarize the saved view rows named in 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
Are saved view sort orders preserved?
No. Affinity saved view retrieval does not maintain sort order, so summaries should rely on returned fields.
What permissions are needed?
Your Affinity account needs the required export permissions for saved view entries.
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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