See Affinity list membership for new Salesforce contacts
Give each new Salesforce contact a relationship context check across Affinity lists.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
Get a person s lists
Returns metadata for all the lists on which the given person appears.
Why this helps
List membership can hold useful relationship context, but checking it manually adds another search to contact intake.
- Shows which Affinity lists contain the matched person.
- Makes list context available during contact intake.
- Calls out missing or uncertain contact matches.
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 contact list context.
- 3In one instruction, ask Notis to find the Affinity person matching the new Salesforce contact, retrieve their lists, and summarize the results.
- 4Pick the Salesforce New Contact Trigger and choose where run reports go.
- 5Test with one real contact.
Questions about this workflow
Does this show the fields from each Affinity list entry?
No. Get a person's lists returns list membership metadata. It does not provide the list entry field values.
What happens if Affinity has no matching person?
Ask Notis to report that no match was found rather than infer list membership.
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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