Connect new Drive files to the right Affinity company
A new file can be useful context for a company relationship. Have Notis retrieve the Affinity company record and summarize the available details in one run report.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Get a single company
Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.
Why this helps
New company files arrive in Drive, then someone has to switch tools and find the matching Affinity record.
- Review new file activity alongside the relevant company record.
- Keep company context in a run report without manually searching Affinity.
- Use a company name or identifier that you provide in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe how Notis should identify the company and summarize the available company details in one instruction.
- 4Choose the Google Drive File Created trigger and select where run reports go.
- 5Test with one real Drive file and check the company match and report.
Questions about this workflow
How does Notis know which company to look up?
Tell Notis in the prompt which company name or identifier to use from the event details. If the event does not provide enough information to identify a company, the report should say so.
Does this workflow update Affinity?
No. The selected Affinity action retrieves a company record. The workflow can summarize the returned details in its run report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Affinity. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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