Review Affinity list entries for each new contact
Give a new contact a quick relationship-history check using the list entries already available in Affinity.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Relevant context can be spread across Affinity lists, making each new contact a manual research exercise.
- Summarize the matching person's returned list entry details.
- Bring entry creation time and author metadata into one report when available.
- Make Affinity export permission requirements visible before relying on the workflow.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Affinity once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to find the new contact in Affinity and summarize the person's list entries and available entry metadata.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the result.
Questions about this workflow
Are Affinity permissions required?
Yes. Affinity requires the export data from lists permission for this action.
Does this include every possible contact detail?
It summarizes the list entry data and metadata returned by Affinity. Data not returned by the action is not available to the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Affinity. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.