Check Affinity for contacts matching new Salesforce leads
Know whether a new Salesforce lead may already have a relationship record in Affinity.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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
A new lead can look entirely new in Salesforce while an existing relationship is already recorded elsewhere.
- Flags possible existing relationship records before outreach.
- Provides candidate matches and the available evidence.
- Reduces avoidable duplicate research.
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 lead contact discovery.
- 3In one instruction, ask Notis to compare the new lead details with returned Affinity people and report possible matches with reasons.
- 4Pick the Salesforce New Lead Trigger and choose where run reports go.
- 5Test with one real lead.
Questions about this workflow
Will the workflow create or update an Affinity person?
No. It retrieves people records and reports possible matches. It does not create or change Affinity records.
Can it guarantee that a suggested person is the same lead?
No. Similar names or incomplete details can produce uncertain matches. Ask Notis to show the evidence and mark ambiguous results for review.
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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No card. Works with personal or business Affinity.