Find Affinity saved-view context from a direct message
When someone asks for a particular pipeline slice, let Notis retrieve saved-view metadata to help identify the right Affinity view for review.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Action
Get metadata on a single saved view
Returns metadata on a single saved view.
Why this helps
Finding the right saved view can be a small but distracting obstacle when a founder is trying to answer a quick pipeline question.
- Retrieve saved-view metadata in response to a direct request.
- Reduce time spent searching for the right review view.
- Help clarify which view is relevant before pulling its records.
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 retrieve saved-view metadata when a Slack DM asks about a pipeline review.
- 3Describe in one plain-language instruction how Notis should identify the view and summarize its metadata.
- 4Select the Slack direct-message trigger, choose a report channel, and test with a real saved-view question.
Questions about this workflow
Does this return saved-view rows?
No. It returns metadata for saved views. Use the saved-view entries action to retrieve rows from a specific supported view.
Can it preserve a view's ordering?
The metadata action does not return rows. The entries action does not maintain sort order.
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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