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Give a new Slack channel an Affinity list orientation

Starting a new channel for a project or fundraising effort? Let Notis retrieve Affinity's list metadata and share a useful orientation.

Trigger

New Channel Created Trigger

Triggered when a new channel is created in Slack.

Action

Get metadata on all lists

Returns metadata on lists.

Why this helps

New workspaces can lead to uncertainty about where relationships are already tracked, creating more setup questions and fragmented habits.

  • Show the available Affinity lists as a channel gets started.
  • Reduce uncertainty about where relevant relationship records live.
  • Give collaborators useful setup context early.

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 share Affinity list metadata when a new Slack channel is created.
  • 3Describe in one plain-language instruction how Notis should present the list names and relevant metadata.
  • 4Select the new-channel trigger, choose a report channel, and test by creating a real project channel.

Questions about this workflow

Does this make an Affinity list?

No. It retrieves metadata about existing lists and reports it; it does not create lists.

Can it include list fields?

This action returns metadata for all lists. Use the single-list fields action when you need a specific list's field details.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

New Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

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.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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.

ActionInstant

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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.

ActionInstant

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Message Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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.

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

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.

ActionInstant

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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