Send a recurring Affinity opportunity digest
Replace pipeline scanning with a short digest of what matters next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Opportunity reviews consume focus and still leave urgent items buried.
- Lower review overhead
- Spot stalled conversations
- Protect decision time
Setup
Build it in a few focused steps.
- 1Connect Typeform and Affinity in Notis.
- 2Create an automation that retrieves opportunities and writes a concise priority digest.
- 3Pick a Notis cron trigger and set the cadence.
- 4Choose the report destination.
- 5Test with one manual run.
Questions about this workflow
Does the digest include custom opportunity fields?
The basic opportunity action excludes field data, so request only the details returned or pair the review with known list context.
Can I change the cadence later?
Yes, edit the Notis automation schedule.
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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