Review Affinity person fields before outreach planning
See which contact signals are available before building a follow-up plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Outreach plans become vague when the underlying contact fields are unclear.
- Build clearer outreach plans
- Avoid unsupported assumptions
- Reduce CRM discovery work
Setup
Build it in a few focused steps.
- 1Connect Typeform and Affinity in Notis.
- 2Create an automation that retrieves person field metadata and summarizes the fields useful for your outreach plan.
- 3Pick a Notis cron trigger and set the cadence.
- 4Choose the report channel.
- 5Test with one manual run.
Questions about this workflow
Does this find people?
No. It reviews person field definitions; use a person retrieval action for records.
Can it highlight fields missing from the schema?
It can report what is available and identify requested fields that are not returned.
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.
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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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