Screen new form interest against Affinity opportunities
See whether a new inquiry connects to an opportunity already in motion.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
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.
Why this helps
New inbound interest can be missed when deal context lives in a separate system.
- Protect active deal context
- Prioritize follow-up
- Reduce duplicate qualification
Setup
Build it in a few focused steps.
- 1Connect Typeform and Affinity in Notis.
- 2Create an automation that compares each response with Affinity opportunities and reports relevant matches.
- 3Pick the Typeform New Form Response trigger.
- 4Choose where reports should be delivered.
- 5Test with one genuine inquiry.
Questions about this workflow
Can it decide whether an opportunity is relevant?
It can summarize likely relevance from the response and opportunity data, then flag uncertain cases.
Does it update opportunity stages?
No. This action only retrieves opportunities.
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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