Check prior Affinity history for new contacts
Avoid treating a known relationship like a brand new one.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
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.
Why this helps
A contact may be new to Outlook but already have valuable history in Affinity.
- Prevent duplicate outreach
- Recover institutional knowledge
- Improve contact handoff
Setup
Build it in a few focused steps.
- 1Connect Outlook and Affinity in Notis once.
- 2Create an automation named New contact Affinity history.
- 3Describe that Notis should match the contact and summarize all returned Affinity list entries.
- 4Pick New Contact Added as the trigger and choose a report channel.
- 5Test with one contact already known to your team.
Questions about this workflow
Does it include entry metadata?
Yes, the summary can include available metadata such as creation time and author.
Can it find a person with an alternate email?
It can use the identifying details available in the Outlook contact and flag uncertain matches.
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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