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Notis

See Affinity context when a HubSpot contact is created

Get a quick view of what Affinity already knows about a new contact, so you can decide what to do next without switching apps.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

Get a single person

Use get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default. request multiple fields at once. "export all people" permission needed.

Why this helps

New contacts can arrive while you are focused elsewhere, and checking their relationship history manually adds another task to remember.

  • Surface available Affinity details alongside a new HubSpot contact event.
  • Reduce app switching before deciding on a follow-up.
  • See when a matching Affinity person record was not found.

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 look up the new contact in Affinity and summarize the matching person's available details.
  • 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

Does this create or update an Affinity person?

No. The selected Affinity action retrieves a person record. The automation can report the available details but does not create or update records.

What if the person is not in Affinity?

Ask Notis to report that no matching person was found. A HubSpot contact event does not establish an Affinity identity by itself.

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.

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

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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