Bring Affinity investor list context into Slack follow-up
A fundraising conversation can move quickly. Let a Slack update prompt Notis to retrieve the relevant Affinity list entries and provide a review-ready 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 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
Investor details are often spread across list rows. Manually finding the right records while responding to a fundraising discussion adds search work and invites missed context.
- Retrieve list-based investor information when fundraising comes up in Slack.
- Keep review context together with the team discussion.
- Reduce the chance of overlooking useful list details during follow-up.
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 for a Slack-to-Affinity investor review.
- 3Write one plain-language instruction explaining which investor list context Notis should retrieve when a fundraising update arrives.
- 4Pick the Slack channel-message trigger, choose a run-report channel, and test with a real investor discussion.
Questions about this workflow
Does the workflow send investor outreach?
No. It reads Affinity list entries and reports context; it does not send messages or change the list.
What does Affinity need to allow?
The connected Affinity account needs permission to export data from lists for this action.
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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