Find Affinity contacts from new Outlook emails
Start every reply with the relationship context already in Affinity.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
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.
Why this helps
Important relationship history is easy to miss when an email arrives during a busy day.
- Reduce manual contact searching
- Surface relevant Affinity records quickly
- Keep inbox triage focused
Setup
Build it in a few focused steps.
- 1Connect Outlook and Affinity in Notis once.
- 2Create an automation named Inbox lead person lookup.
- 3Tell Notis to identify the sender and retrieve matching Affinity person records with a concise summary.
- 4Choose New Outlook Message as the trigger and select a report channel.
- 5Test it with one real inbound email.
Questions about this workflow
What if the sender is not in Affinity?
Notis can report that no matching person record was found so you can decide what to do next.
Does this send a reply?
No. This workflow only retrieves and summarizes Affinity person data.
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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No card. Works with personal or business Affinity.