All integrationsCRM & Contacts

Affinity

Work with your Affinity CRM: find, create and update people and companies with their fields, create deals on your pipelines, add records to lists and set their columns, write notes, and manage reminders.

actions
25
triggers
3

Triggers

Start a workflow when something happens in Affinity.

  • New list entryStarts when a person, company or opportunity is added to an Affinity list, with the row's column values.
  • List field changedStarts when a column on an Affinity list is set or changed, such as a deal's Status, with the new value and who changed it.
  • New noteStarts when anyone on your team writes a note in Affinity that you can see, with what it's about.

Actions

Steps a workflow can run in Affinity.

  • Get current userGet the Affinity user the connection acts as, and the account it belongs to.
  • Find peopleFind people in Affinity by part of their name or email address. Returns one page; pass 'next_page_token' as 'Next page' for more.
  • Get personGet one person with every field Affinity has on them: your own fields, enriched ones such as job title, and when you last emailed or met.
  • Create personAdd a person to Affinity. Use 'Find people' first: Affinity keeps one person per email address.
  • Update personChange a person's name, add email addresses or companies, or set their fields. Only what you fill in changes.
  • Delete personDelete a person from Affinity, with their field values and list rows. This can't be undone.
  • Find companiesFind companies by part of their name or domain, in your Affinity and Affinity's own company database. Returns one page; pass 'next_page_token' as 'Next page' for more.
  • Get companyGet one company with every field Affinity has on it: your own fields, enriched ones such as industry and funding, and when you last emailed or met.
  • Create companyAdd a company to Affinity. Use 'Find companies' first, since Affinity may already know it.
  • Update companyChange a company's name or domain, add people to it, or set its fields. Only what you fill in changes.
  • Delete companyDelete a company you added to Affinity, with its field values and list rows. Companies from Affinity's own database can't be deleted. This can't be undone.
  • Create opportunityCreate a deal on one of your pipelines, with its people, companies and column values such as Status.
  • Update opportunityRename an opportunity or add people and companies to it. To change its Status or other columns, use 'Update list entry fields' with its list entry ID.
  • Get listsGet the lists you can see, with their IDs and what they hold (people, companies or opportunities), optionally by name.
  • Get list entriesGet a list's rows with every column's value, or the row of one person, company or opportunity. Returns one page; pass 'next_page_token' as 'Next page' for more.
  • Add to listAdd a person or company to a list, and fill in its columns. Affinity allows the same record on a list twice, so check with 'Get list entries' first if that matters.
  • Update list entry fieldsSet a list row's columns, such as a deal's Status, Owners or Amount. Only what you fill in changes.
  • Remove from listTake a row off a list, with the values in its list-only columns. The person or company stays in Affinity; on a pipeline, the opportunity is deleted.
  • Create noteWrite a note on people, companies or opportunities.
  • List notesList notes, all of them or one record's, optionally only those written since a time. Returns one page; pass 'next_page_token' as 'Next page' for more.
  • Delete noteDelete a note. Only its author can. This can't be undone.
  • Create reminderRemind a teammate to follow up on a person, company or opportunity, once or on a repeating schedule.
  • Update reminderChange a reminder's text, due date or teammate, or mark it complete. Only what you fill in changes.
  • List remindersList reminders, soonest due first, by teammate, status, record or due date. Returns one page; pass 'next_page_token' as 'Next page' for more.
  • Delete reminderDelete a reminder. This can't be undone.

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