Skip to content
Notis

Match Typeform respondents to Affinity people

Turn every submitted form into a clear contact lookup before follow-up starts.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

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.

Why this helps

Manual contact checking creates duplicate records and slows response handling.

  • Reduce duplicate outreach
  • Spot existing relationships quickly
  • Keep follow-up focused

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Affinity in Notis.
  • 2Create an automation named for respondent matching and describe the matching and reporting outcome in one instruction.
  • 3Pick the Typeform New Form Response trigger.
  • 4Choose where run reports should go.
  • 5Test it with one real submission.

Questions about this workflow

What does the workflow compare?

It can use respondent details such as name, email, company, and any context included in the submission.

Does it create or update people?

No. This workflow only retrieves and summarizes Affinity people data.

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Affinity.