Retrieve a single Affinity person from Todoist
Ask for a contact record in the same place you track the next action.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
Get a single person
Use get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default. request multiple fields at once. "export all people" permission needed.
Why this helps
Contact details are delayed when a follow-up task requires a separate manual lookup.
- Prepare outreach with less searching
- Request only relevant person fields
- Keep contact context tied to the task
Setup
Build it in a few focused steps.
- 1Connect Todoist and Affinity once in the Notis portal.
- 2Create an automation for person lookups.
- 3Tell Notis to retrieve the Affinity person named in each new Todoist task and return the requested fields, flagging ambiguous matches.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose a report channel and test with one contact task.
Questions about this workflow
What does Affinity return by default?
Basic person information. Request field IDs or field types in the task when you need additional data.
What permission is required?
Affinity requires export all people permission for detailed person access.
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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