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See which Affinity person fields are available

Turn a new contact into a clearer relationship record review.

Trigger

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

Action

Get metadata on person fields

Returns metadata on non-list-specific person fields. use the returned field ids to request field data from the get `/v2/persons` and get `/v2/persons/{id}` endpoints.

Why this helps

Without knowing the available fields, contact enrichment becomes inconsistent and easy to skip.

  • Standardize contact review
  • Reveal useful person attributes
  • Reduce schema searching

Setup

Build it in a few focused steps.

  • 1Connect Outlook and Affinity in Notis once.
  • 2Create an automation named New contact person field guide.
  • 3Tell Notis to summarize Affinity person field metadata that could help review the new Outlook contact.
  • 4Pick New Contact Added as the trigger and choose a report channel.
  • 5Test with one newly added contact.

Questions about this workflow

Does it write values into Affinity?

No, it explains available fields and does not modify records.

Can it include list-specific fields?

No, this action covers non-list-specific person fields; list fields require list metadata actions.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

New Contact Added

Triggered when a new contact is added in the Outlook contacts.

TriggerInstant

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.

ActionInstant

Calendar Event Changes

Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Calendar Event

Triggered when a new calendar event is created in the Outlook calendar.

TriggerInstant

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.

ActionInstant

New Outlook Message

Triggered when a new message is received in the Outlook mailbox.

TriggerInstant

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.

ActionInstant

New Sent Message

Triggered when a new message is sent from the Outlook mailbox.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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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