Review the Affinity company landscape from Slack
When a company becomes part of a Slack conversation, let Notis find the relevant Affinity company records and bring back a focused summary.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
A founder may have to pause decision-making to verify whether company details are already in Affinity or search through records manually.
- Search available Affinity company data for a Slack-driven review.
- Reduce duplicate research and repeated directory browsing.
- Surface requested company fields when the connected account allows access.
Setup
Build it in a few focused steps.
- 1Connect Slack and Affinity to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to review relevant Affinity company records when a company is discussed in Slack.
- 3Describe in one plain-language instruction how Notis should identify the company and summarize relevant details.
- 4Select the Slack channel-message trigger, choose a run-report channel, and test with a real company discussion.
Questions about this workflow
Can this retrieve custom company fields?
Yes. The action can request company fields by field IDs or types, which may need to be specified in the automation instruction.
Are special permissions required?
Yes. The connected Affinity user needs permission to export the organizations directory.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Affinity. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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