See where an incoming contact appears in Affinity
A new sender may already sit in several parts of your Affinity workspace. Notis can retrieve the lists associated with a matching person.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Get a person s lists
Returns metadata for all the lists on which the given person appears.
Why this helps
When a contact appears across multiple lists, piecing together their place in your pipeline can take more searches than the email deserves.
- See the Affinity lists associated with a matching person.
- Get list metadata without opening each list manually.
- Recognize when the sender has no available list memberships.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Affinity once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe that a new email should be matched to its sender in Affinity and the sender's list memberships should be summarized.
- 4Choose the New Gmail Message Received trigger and select where run reports should go.
- 5Test with one real email from a person already in Affinity.
Questions about this workflow
Does this show every row or field for each list?
No. This action returns metadata about lists on which the person appears. Use a list-entry action for row-level data, subject to permissions.
Can it add the sender to a list?
No. The listed Affinity action reads list membership metadata and does not modify lists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Affinity. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
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.
Gmail and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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