Pull an Affinity company profile for each new Pipedrive organization
Give every new organization a richer profile before the first outreach decision.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get a single company
Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.
Why this helps
New organization records often lack the background needed for quick qualification.
- Enrich organization context immediately
- Speed up qualification
- Create a consistent intake brief
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Affinity in the Notis portal once.
- 2Create the automation for organization profile enrichment.
- 3Tell Notis to match each new Pipedrive organization to Affinity and summarize the requested company fields.
- 4Pick the Pipedrive New Organization Received trigger.
- 5Choose a report channel and test with one real organization.
Questions about this workflow
Can the workflow retrieve custom company fields?
Yes, provided the relevant Affinity field identifiers or field types are requested and permissions allow access.
Does it change the Pipedrive organization?
No. It only retrieves and reports Affinity company information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Affinity. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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