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Review Affinity people after your Google Doc changes

Keep contact research aligned with the latest version of your outreach or meeting brief.

Trigger

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

Action

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.

Why this helps

Contact lists drift while documents evolve, causing founders to miss the right person or use outdated context.

  • Refreshes contact context at the point of change
  • Supports more targeted outreach
  • Reduces repeated CRM searches

Setup

Build it in a few focused steps.

  • 1Connect Google Docs and Affinity in Notis once.
  • 2Create an automation named Updated doc people review.
  • 3Tell Notis to find relevant people in Affinity based on the changed document and summarize their available details.
  • 4Pick Document Updated as the trigger and choose where reports go.
  • 5Test with one outreach or meeting document.

Questions about this workflow

Can it search all Affinity people?

The action supports paginated access to Affinity people, subject to the available permissions.

Will it send outreach automatically?

No. It creates a review report only.

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.

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 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.

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

Document Deleted

Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.

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

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.

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

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.

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

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

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

Document Updated

Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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