Review Affinity companies on a schedule for Jira follow-up
Turn a CRM company review into a short, repeatable planning report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Company follow-ups can slip when reviewing the CRM competes with active Jira work.
- Review company data on a cadence your team chooses.
- Focus the report on follow-up criteria you supply.
- Plan Jira work from one concise summary.
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 which Affinity company details and follow-up criteria to review, and how to summarize potential Jira tasks.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and review the report.
Questions about this workflow
Does the workflow create Jira tasks?
No. The listed target actions retrieve Affinity data, so the workflow provides a report to help you plan Jira follow-up.
Can it use custom company fields?
The Get all companies action supports field IDs or field types. Specify the details to review in your instruction and ensure the connected account can access them.
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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