Bring company list-entry context into WhatsApp follow-up
See the detailed company record before the next move.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Action
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.
Why this helps
Company records often contain critical list-specific details that are easy to overlook during a busy chat.
- Review list-specific company fields
- See record provenance and dates
- Improve follow-up quality
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Affinity in Notis once.
- 2Create an automation named Company list entry brief.
- 3Tell Notis to identify the company from each new message and summarize its Affinity list entries with important metadata.
- 4Choose New WhatsApp Message Received as the trigger and select a report channel.
- 5Test with one real company message.
Questions about this workflow
What permission does this need?
Affinity requires export data from lists permission for company list-entry data.
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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