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Notis

Use a Slack reaction to request Affinity opportunity context

Mark a deal message with your chosen reaction and let Notis fetch the matching Affinity opportunity details for a quick review.

Trigger

Message Reaction Added

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

Action

Get a single opportunity

Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.

Why this helps

Urgent deal notes can be acknowledged in Slack but still require a separate search in Affinity, adding friction at the point when fast context matters.

  • Use a small reaction as a clear signal to retrieve deal context.
  • Reduce the steps between noticing a deal and reviewing its Affinity record.
  • Keep the lookup request tied to the original message.

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 fetch Affinity opportunity context when a Slack message receives your chosen reaction.
  • 3Describe in one plain-language instruction how to identify the opportunity from the message and summarize its details.
  • 4Select the Slack reaction-added trigger, choose a report channel, and test by reacting to a real deal message.

Questions about this workflow

Can the trigger be limited to a reaction?

The reaction trigger supports optional filtering by channel and emoji name. Choose the intended reaction when setting up the trigger.

Will it change the opportunity?

No. The Affinity action retrieves a single opportunity's basic details and does not edit it.

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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