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Notis

Check the connected Affinity user from a webhook

Confirm which Affinity account is connected whenever another system requests an identity check.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Get current user

Returns metadata about the current user.

Why this helps

Automations can be confusing when the connected CRM identity is unclear across teams or workspaces.

  • Verify the connected Affinity identity
  • Reduce account mix-ups
  • Document access context for downstream work

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Affinity once in the Notis portal.
  • 2Create a new automation and describe the identity check in one instruction.
  • 3Tell Notis to retrieve current Affinity user metadata when the webhook payload requests account verification.
  • 4Choose a Notis webhook as the trigger.
  • 5Choose a report channel and test with one real webhook request.

Questions about this workflow

Does this change the Affinity account?

No. It only retrieves metadata about the current connected user.

When is this useful?

Use it before troubleshooting permissions or confirming which workspace identity a report represents.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get a company s lists

Returns metadata for all the lists on which the given company appears.

ActionInstant

New Task Created

Trigger when a new task is added to Todoist.

TriggerPolling

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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