Refresh company list context when meetings change
Keep company context current when schedules shift.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Why this helps
A rescheduled meeting can make old assumptions about the company or pipeline stale.
- Refresh preparation after changes
- See company relationship categories
- Reduce stale meeting notes
Setup
Build it in a few focused steps.
- 1Connect Outlook and Affinity in Notis once.
- 2Create an automation named Calendar change company lists.
- 3Describe that Notis should use the changed event details to identify relevant companies and report their Affinity lists.
- 4Pick Calendar Event Changes as the trigger and choose a report channel.
- 5Test by changing one meeting.
Questions about this workflow
What if no company can be identified?
The report can explain that the event lacked enough information for a confident match.
Does it update Affinity lists?
No, it retrieves list metadata only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Affinity. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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