Pair new Drive folders with Affinity list context
Give each new workspace folder a clear view of the list it supports.
Trigger
New Folder Created in Root
Triggers when a new folder is created in the root folder of Google Drive. This trigger monitors Google Drive and fires when new folders are detected in the root directory.
Action
Get metadata on a single list
Returns metadata on a single list.
Why this helps
New folders often become abandoned workspaces because their CRM purpose is not explicit.
- Clarifies the purpose of new folders
- Connects files to operating lists
- Creates a lightweight setup brief
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Affinity in Notis once.
- 2Create an automation named New root folder list context.
- 3Tell Notis to retrieve metadata for the Affinity list associated with the new folder and summarize the intended working context.
- 4Pick New Folder Created in Root as the trigger and choose where reports go.
- 5Test with one new root folder.
Questions about this workflow
Can it create an Affinity list for the folder?
No. The listed action only retrieves metadata for a single list.
How is the related list selected?
State the list name or identifier in the automation instruction or folder naming convention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Affinity. A trigger fires from one place; an action lands in another.
Google Docs 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 Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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