Review Affinity people on a recurring schedule
Keep important relationship follow-up visible without relying on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Useful contacts fade from attention when there is no simple recurring review of the people database.
- Keep relationship follow-up visible
- Reduce missed introductions
- Create a repeatable review habit
Setup
Build it in a few focused steps.
- 1Connect Affinity in the Notis portal once.
- 2Create a new automation and describe the people review outcome in one instruction.
- 3Tell Notis to retrieve Affinity people and summarize contacts needing follow-up using only the returned fields and context you provide.
- 4Pick a Notis recurring schedule trigger.
- 5Choose a report channel and test with one real run.
Questions about this workflow
Can the review use custom person fields?
Yes, request the relevant Affinity field identifiers or types when available and permitted.
Will it send messages to contacts?
No. This workflow only retrieves and summarizes Affinity people.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.