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Affinity Integration

Relationship intelligence CRM for deal flow, people, and organizations. Turn Affinity record changes into automated workflows for sales and customer teams. Start with Watch Events, then connect actions such as Get a Company and Get a List to what happens next.
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Supported triggers and actions for Affinity integration

Triggers can detect changes in Affinity and run actions that can create, search or modify data inside Affinity automatically [3] — exactly how you set them.

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    Watch EventsTriggers when a specified event occurs.
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    Get a CompanyRetrieves a single company by specified ID.
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    Get a ListRetrieves a single list by id.
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    Get an OpportunityRetrieves a single opportunity.
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    Get a PersonRetrieves a single person by id.
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    Get a Person ListsReturns lists of a specified person id.
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    Get Company ListsRetrieves a lists for a specified company.
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    Get Company Lists EntriesRetrieves a list entries for a specified company.
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    Get ListsRetrieves metadata for all lists.
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    List Custom Field ValuesRetrieves a custom field values for a specified entity id.
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    List OpportunitiesRetrieves a list of opportunities.
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    Search CompaniesRetrieves a list of companies by specified criteria.
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    Search List EntriesSearches for list entries by specified criteria.
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    Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
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    Search OrganizationsSearches for organizations.
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    Search PersonsRetrieves a list of persons by specified criteria.
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    Create an OpportunityCreates a new opportunity.
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    Create an OrganizationCreates a new organization.
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    Create a NoteCreates a new note.
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    Create a PersonCreates a new person.

How to integrate Affinity in automation workflow?

3 simple steps to make your Affinity connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

How Affinity connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Affinity app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Affinity supports.

The following table illustrates what fields Affinity integration require during authorization flow inside our workflow builder [4].

Video slide demonstrates how Affinity is connected in WEXTL builder.

Video slide demonstrates how Affinity is connected in WEXTL builder [4].

FieldTypeHelp
API KeyRequired
password

API key obtained from Affinity settings. To generate an API key, navigate to the Settings page in the web app. You will need the Generate an API key role-based permission controlled by your admin to be able to do this. See detailed instruction.

Connect Affinity to popular apps on WEXTL

Enter a name of the other app you want to sync with Affinity below. Click on selected app to explore integration options with Affinity. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Affinity integration

Select Watch Events trigger from Affinity - this will be a starting point in your automation. Whenever event happens in Affinity, workflow will start [7] from Watch Events node.

Search for Create an Opportunity, connect it as the next step of integration sequence. You can use filters between Watch Events and Create an Opportunity, so only important data pass from Watch Events to the next step. WEXTL gives you full control over the process of Affinity automation. All parts of workflow are visible on the canvas [4].

Affinity on WEXTL has 29 modules for combining crm automations. Explore Affinity documentation for more.

Video slide demonstrates how Watch Events and Create an Opportunity nodes are used in Affinity workflow.

Video slide demonstrates how Watch Events and Create an Opportunity [6] nodes are used in Affinity workflow.

Frequently asked questions

Common questions about automating Affinity in your workflows.

Try Affinity on WEXTL®

Claim your 3-day trial to build Affinity integrations and access every WEXTL® feature.

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References

List of sources used to gather information about the Affinity integration.

  1. Affinity integration source code, module specs and credentials implementation.
  2. Internal Affinity integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official Affinity vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
  5. WEXTL® Apps Library
  6. WEXTL® Affinity App Documentation
  7. WEXTL® Workflow Scheduler
  8. WEXTL® HTTP node documentation