Keep recipient context close after you send
When a message goes out, Notis can check whether its recipient is already in Affinity and report the details available there.
Trigger
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.
Action
Get a single person
Use get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default. request multiple fields at once. "export all people" permission needed.
Why this helps
After sending an important message, it is easy to lose the thread on who the recipient is or where they fit in your network.
- Review available Affinity details while the sent email is still fresh.
- Reduce manual searches after investor, partner, or customer outreach.
- Keep run reports in the channel you already use.
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 each sent email should prompt a lookup of its recipients in Affinity and a summary of matching people.
- 4Choose the Email Sent trigger and select where run reports should go.
- 5Test with one real sent message and review the result.
Questions about this workflow
Can the automation tell whether the recipient replied?
No. This trigger runs when you send a message. It does not monitor replies or update Affinity.
Can the report include multiple recipients?
You can ask Notis to check the recipients included in the sent-email event. Results depend on the recipient metadata and Affinity data available.
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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