Review Affinity person history from every new note
Keep relationship memory close to the note that triggered the next action.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Follow-ups become inconsistent when personal history lives in another system and is not checked in time.
- Recover relevant relationship memory
- Prepare more thoughtful outreach
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Affinity in the Notis portal once.
- 2Create an automation for person history summaries.
- 3Tell Notis to identify the person in each new Pipedrive note, retrieve their Affinity list entries, and summarize relevant details.
- 4Pick the Pipedrive New Note Received trigger.
- 5Choose a report channel and test with one real note.
Questions about this workflow
What data can be included?
The response can include list-specific fields and entry metadata such as creation time and author when permitted.
What permission does this require?
Affinity requires 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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