Find the company's Affinity lists from a new Pipedrive note
Know where a company appears in Affinity before deciding what to do next.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get a company s lists
Returns metadata for all the lists on which the given company appears.
Why this helps
A company may sit across several Affinity lists, making it easy to miss relevant relationship or pipeline context.
- Reveal all relevant list memberships
- Prioritize follow-up with better context
- Avoid manual cross-list checking
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Affinity in the Notis portal once.
- 2Create a new automation for company list discovery.
- 3Describe that Notis should extract the company from each new Pipedrive note, retrieve its Affinity lists, and explain the useful context from each.
- 4Pick the Pipedrive New Note Received trigger.
- 5Select a report channel and test with one real note.
Questions about this workflow
Will this show list membership metadata?
Yes, Affinity returns metadata for the lists where the company appears.
What if the company cannot be matched?
Notis can report the missing match and ask for a clearer company identifier.
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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