Find Affinity deal context for new Jira issues
Get a quick Affinity opportunity check when new work lands in Jira.
Trigger
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Action
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.
Why this helps
A new issue can require deal context that is buried in a separate CRM.
- Surface potential opportunity context alongside new work.
- Reduce manual switching between Jira and Affinity.
- Send a short report with relevant matches or say when no match is found.
Setup
Build it in a few focused steps.
- 1Connect Jira and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review each new Jira issue against available Affinity opportunities and report likely related deal context.
- 4Pick the Jira New Issue trigger and choose where run reports should go.
- 5Test with one real issue and review the report.
Questions about this workflow
Does this workflow create or update an Affinity opportunity?
No. The listed Affinity action retrieves opportunity data, so this workflow reports possible context without changing Affinity.
What if the issue has no company or deal details?
Notis can report that it found no clear match. Add useful company or deal context to the Jira issue if you want a better comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Affinity. A trigger fires from one place; an action lands in another.
Jira 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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
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.
New Project
Triggered when a new project is added in Jira
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.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
Jira and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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