Review the right Affinity list when revenue needs attention
Send a revenue signal to Notis and get relevant Affinity list entries ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Important revenue signals often arrive without the CRM context needed to decide who should handle them.
- Use an internal system signal to trigger a targeted list review.
- Summarize relevant list-entry details for a human decision.
- Keep access requirements visible when list export permission is needed.
Setup
Build it in a few focused steps.
- 1Connect Affinity once in the Notis portal and arrange for your internal system to call a Notis webhook.
- 2Create an automation and give it a clear name.
- 3Tell Notis which list the signal should prompt it to review and what context to summarize from the returned entries.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real example signal and review the report.
Questions about this workflow
Does Notis create the webhook request for my internal system?
No. Your system sends the HTTP request that starts the automation.
Are list entries always accessible?
The Affinity action requires export data from lists permission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Affinity. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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