Summarize an Affinity company from every list when a Todoist task appears
Create a Todoist task and get the relevant Affinity company context without searching across lists.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 context is scattered across Affinity lists, so a simple follow-up task can trigger a time-consuming research session.
- See list-specific company details in one brief
- Reduce context switching before follow-up
- Surface missing company context early
Setup
Build it in a few focused steps.
- 1Connect Todoist and Affinity once in the Notis portal.
- 2Create a new automation and name this workflow.
- 3Tell Notis to find the Affinity company named in each new Todoist task and summarize its list entries, metadata, and any missing match.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose a report channel, then test it with one task that includes a company name.
Questions about this workflow
What if the task does not name an Affinity company?
Tell Notis to report that no company match was found and ask for the company name instead of guessing.
Can this include list metadata?
Yes. The workflow uses Affinity's company list entries action, which includes list-specific data and entry metadata when permitted.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Affinity. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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