Review Affinity company history when a Pipedrive note arrives
Make every new note more useful by bringing in the company's existing Affinity context.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Important relationship history stays scattered when notes are read without checking the company's other records.
- Bring prior list activity into view
- Reduce repeated relationship research
- Improve follow-up quality
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Affinity in the Notis portal once.
- 2Create an automation for note context summaries.
- 3Tell Notis to identify the company in each new Pipedrive note, retrieve its Affinity list entries, and summarize relevant history.
- 4Pick the Pipedrive New Note Received trigger.
- 5Choose where reports go and test with one real note.
Questions about this workflow
What does the Affinity result include?
It can include company data across lists, list-specific fields, creation dates, and authors when permitted.
What permission is required?
Affinity requires the export data from lists permission for this action.
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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