Review a deal company's Affinity list entries after a stage change
Bring list-based company context into a deal review, including the Affinity entry information available to your account.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Company details across Affinity lists can take time to gather, especially when a deal stage change calls for a timely review.
- Summarize the company's returned Affinity list entry data.
- Include available entry metadata such as creation date and author.
- Make the export permission requirement clear before the workflow is relied on.
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 how to identify the company for the changed deal and summarize its Affinity list entries and available metadata.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal and review the result.
Questions about this workflow
What permission does this Affinity action need?
Affinity requires the export data from lists permission to retrieve company list entries.
Will the workflow fill in company fields that Affinity does not return?
No. The report can summarize returned data and identify gaps, but unavailable fields need to be supplied separately.
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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