Review Affinity opportunity context with new prospect files
Pair every new resume or attachment with the relationship and opportunity context your team may need.
Trigger
New Prospect Resume Attachment Added
Triggers when a new resume/attachment is added to a specific prospect profile. This trigger monitors a prospect's resume attachments and fires when new attachments are detected.
Action
Get a single opportunity
Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the "export data from lists" permission.
Why this helps
Important files arrive without the surrounding deal or relationship context needed for a fast decision.
- Reduce context switching during review
- Expose related opportunity details
- Flag missing or uncertain matches
Setup
Build it in a few focused steps.
- 1Connect Workday and Affinity in Notis once.
- 2Create an automation named Prospect attachment context.
- 3Tell Notis to summarize the new attachment and retrieve the most likely Affinity opportunity for review.
- 4Pick the Workday New Prospect Resume Attachment Added trigger and choose a report channel.
- 5Test it with one new attachment.
Questions about this workflow
Can Notis read the attachment?
It can summarize the attachment when the connected Workday event provides readable content or a link.
What if there is no related opportunity?
The report can state that no confident Affinity opportunity match was found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Affinity. A trigger fires from one place; an action lands in another.
Workday 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.
Absence Balance Changed
Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.
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.
Balance Details Changed
Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.
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.
Interview Feedback Submitted or Updated
Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.
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.
Job Posting Changed
Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.
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.
Job Posting Questionnaire Changed
Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.
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.
New Absence Balance
Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.
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.
Workday and Affinity, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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