Discover Affinity person fields from Todoist
Check which contact fields exist before asking for a person brief.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get metadata on person fields
Returns metadata on non-list-specific person fields. use the returned field ids to request field data from the get `/v2/persons` and get `/v2/persons/{id}` endpoints.
Why this helps
Contact research takes longer when you guess at fields or discover too late that a detail is unavailable.
- Know which contact fields exist
- Prepare targeted lookup prompts
- Avoid unavailable data requests
Setup
Build it in a few focused steps.
- 1Connect Todoist and Affinity once in the Notis portal.
- 2Create an automation for person field discovery.
- 3Tell Notis to retrieve Affinity person field metadata for each new Todoist task and suggest fields that answer the task's outreach or meeting goal.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose a report channel and test with one contact research task.
Questions about this workflow
Does this return contact records?
No. It returns metadata about available person fields.
Can I use this before a person lookup?
Yes. Use the result to write a precise follow-up task requesting the fields you need.
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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