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Enrich Typeform leads with Affinity companies

See the company context behind every new form submission.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

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.

Why this helps

Lead forms often arrive without the relationship history your team needs.

  • Add relationship context
  • Prioritize high value leads
  • Reduce manual research

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Affinity in Notis.
  • 2Create an automation that searches Affinity companies from each response and summarizes useful matches.
  • 3Pick the Typeform New Form Response trigger.
  • 4Choose the report channel.
  • 5Test with one real submission containing company details.

Questions about this workflow

Can it use custom company fields?

Yes, when the Affinity response includes the requested company fields.

What if no company matches?

The report can clearly mark the company as not found for manual review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Typeform to Affinity. A trigger fires from one place; an action lands in another.

Typeform 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 Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

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.

Typeform and Affinity, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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