Check the Affinity people directory for new contacts
Give each new HubSpot contact a quick directory check, with a clear report of the matching Affinity details that are available.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Manually checking a second people directory adds friction and makes it easier to miss an existing relationship.
- Check for a matching record in the Affinity people directory.
- Summarize data returned by the people endpoint.
- Call out missing matches instead of implying the record exists.
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 check the new contact against Affinity people and summarize any matching record's available data.
- 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
Can this retrieve all Affinity people?
The action supports paginated access and may have special permissions for bulk extraction. This workflow should request only the lookup needed for the new contact.
Can it use fields that are not returned by default?
Detailed person data requires field ids or field types. The automation can only summarize data available through the connected action and permissions.
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
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