Review Affinity list context after Salesforce tasks complete
Close a Salesforce task with a quick look at relevant Affinity list records and context.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
Completing a task can reveal the next step, but that context may require a separate Affinity list search.
- Adds related list information to the task completion report.
- Makes possible follow-up gaps easier to notice.
- Keeps task completion evidence alongside the retrieved context.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Affinity once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for task follow-through.
- 3In one instruction, ask Notis to use the completed task details to identify a relevant Affinity list and summarize matching available entries or report uncertainty.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports go.
- 5Test with one real completed task.
Questions about this workflow
Can this retrieve entries from any Affinity list?
The action retrieves entries for a specified list. The list must be identified from the available context or supplied in the instruction; do not assume Notis can infer an unknown list.
Does the task trigger only run on completion?
It can trigger when a task is created or when its status changes to Completed. The trigger supports optional filtering by status or subject.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Affinity. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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