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Review Affinity list entries from a new task

Capture the task and get the related list entries in one concise report.

Trigger

New Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

Action

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.

Why this helps

A task can point to a list or deal while the supporting rows remain hard to find.

  • Brings related rows into the task workflow
  • Supports company, person, or opportunity review
  • Cuts lookup time before action

Setup

Build it in a few focused steps.

  • 1Connect Google Tasks and Affinity in Notis once.
  • 2Create an automation for task-triggered list entry reviews.
  • 3Tell Notis to identify the referenced Affinity list and return the relevant entries with a concise summary.
  • 4Pick Google Tasks New Task Created as the trigger and choose a report channel.
  • 5Test with a task naming one Affinity list.

Questions about this workflow

What permission does this action need?

Affinity requires export data from lists permission for list entry access.

What if the task does not name a list?

Ask Notis to state that the list is missing instead of guessing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Tasks to Affinity. A trigger fires from one place; an action lands in another.

Google Tasks 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 Task Created

Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.

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

New Task List Created

Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.

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

Task Details Changed

Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.

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

Task List Changed

Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.

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

Task Updated

Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.

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

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

When this happens · Trigger

Do this · Action

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