See company context when a WhatsApp message arrives
Know the company behind the conversation before taking action.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
Get a single company
Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires "export all organizations directory" permission.
Why this helps
A message can arrive without enough business context, forcing you to search Affinity by hand.
- Start with the right company record
- Review custom fields in one summary
- Avoid duplicate company searches
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Affinity in Notis once.
- 2Create an automation named WhatsApp company context.
- 3Tell Notis to infer the company from each new message and retrieve the matching Affinity company profile.
- 4Choose New WhatsApp Message Received as the trigger and select a report channel.
- 5Test with one real message that mentions a company.
Questions about this workflow
Can this work when a message names several companies?
Ask Notis to list the strongest match and flag alternatives when the message does not identify one company clearly.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Affinity. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
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.
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.
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.
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.
Timelinesai and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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