Find useful Affinity lists for each new Jira project
Start new projects with a quick view of the Affinity lists that may matter.
Trigger
New Project
Triggered when a new project is added in Jira
Action
Get metadata on all lists
Returns metadata on lists.
Why this helps
A new project can start without a clear path to the relationship or company data that could inform it.
- See available Affinity lists when a project begins.
- Reduce time spent hunting for relevant CRM data.
- Receive a report that describes list metadata without assuming its contents.
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 summarize Affinity list metadata after a Jira project is created and suggest which lists may be relevant based on the project details.
- 4Pick the Jira New Project trigger and choose where run reports should go.
- 5Test with one real project and review the report.
Questions about this workflow
Does this read the rows inside each Affinity list?
No. This workflow uses list metadata only. Reading list entries requires a different action and export permission.
Will Notis know what the new project is about?
It can use details supplied by the Jira event. If those details do not explain the project, the report should say that relevance is uncertain.
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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