Affinity and Endear Integration

Affinity icon
Endear icon
Affinity
Endear

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Affinity and Endear in sync by integrating their events and actions. When crm events happen in Affinity, update the Endear automatically - without any line of code in visual workflow builder.

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Learn about Affinity and Endear

Detailed info you need to know about Affinity and Endear integrations in WEXTL. Explore which modules apps support and how you connect them.

Affinity

Affinity icon

CRM1 trigger15 searches13 actionsRelationship intelligence CRM for deal flow, people, and organizations. [5]

Endear

Endear icon

CRM12 triggers24 searches18 actionsRetail clienteling CRM for managing customer profiles, messaging, tasks, and appointment booking. [6]

How to connect Affinity to Endear

Set up your Affinity and Endear integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Affinity and Endear work in WEXTL?

WEXTL exposes actions and triggers for Affinity and Endear that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Affinity triggersEndear actions

Affinity modules
  • Affinity icon
    Create an OpportunityCreates a new opportunity.
  • Affinity icon
    Create an OrganizationCreates a new organization.
  • Affinity icon
    Create a NoteCreates a new note.
  • Affinity icon
    Create a PersonCreates a new person.
  • Affinity icon
    Delete an OpportunityDeletes an existing opportunity by its id.
  • Affinity icon
    Delete a NoteDeletes an existing note by its id.
  • Affinity icon
    Delete a PersonDeletes an existing person by its id.
  • Affinity icon
    Get a CompanyRetrieves a single company by specified ID.
  • Affinity icon
    Get a ListRetrieves a single list by id.
  • Affinity icon
    Get an OpportunityRetrieves a single opportunity.
  • Affinity icon
    Get a PersonRetrieves a single person by id.
  • Affinity icon
    Get a Person ListsReturns lists of a specified person id.
  • Affinity icon
    Get Company ListsRetrieves a lists for a specified company.
  • Affinity icon
    Get Company Lists EntriesRetrieves a list entries for a specified company.
  • Affinity icon
    Get ListsRetrieves metadata for all lists.
  • Affinity icon
    List Custom Field ValuesRetrieves a custom field values for a specified entity id.
  • Affinity icon
    List OpportunitiesRetrieves a list of opportunities.
  • Affinity icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Affinity icon
    Search CompaniesRetrieves a list of companies by specified criteria.
  • Affinity icon
    Search List EntriesSearches for list entries by specified criteria.
  • Affinity icon
    Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
  • Affinity icon
    Search OrganizationsSearches for organizations.
  • Affinity icon
    Search PersonsRetrieves a list of persons by specified criteria.
  • Affinity icon
    Set a Custom Field ValueSets a custom field value to a specified entity.
  • Affinity icon
    Update a Custom Field ValueUpdates a custom field value.
  • Affinity icon
    Update an OpportunityUpdates an existing opportunity.
  • Affinity icon
    Update an OrganizationUpdates an existing organization details.
  • Affinity icon
    Update a PersonUpdates an existing person by its id.
  • Affinity icon
    Watch EventsTriggers when a specified event occurs.
Endear modules
  • Endear icon
    Assign a Task to UsersAssigns a task to users.
  • Endear icon
    Cancel an Appointment Booking EventCancels an appointment booking event.
  • Endear icon
    Create a CustomerCreates a new customer.
  • Endear icon
    Create an Appointment Booking EventCreates an appointment booking event.
  • Endear icon
    Create a NoteCreates a new note.
  • Endear icon
    Create a Note CommentAdds a comment to a note.
  • Endear icon
    Create a TaskCreates a new task.
  • Endear icon
    Delete a Note CommentDeletes a comment from a note.
  • Endear icon
    Delete a TaskDeletes a task from the system.
  • Endear icon
    Get a ConversationRetrieves details for a specific conversation.
  • Endear icon
    Get a NoteRetrieves details for a specific note.
  • Endear icon
    Get a Note CommentRetrieves details for a specific comment.
  • Endear icon
    Get a StoryRetrieves details for a specific story.
  • Endear icon
    Get a TaskRetrieves details for a specific task.
  • Endear icon
    Get a TeamRetrieves details for a specific team.
  • Endear icon
    Get a UserRetrieves details for a specific user.
  • Endear icon
    List Appointment Booking PagesRetrieves a list of appointment booking pages.
  • Endear icon
    List Appointment Booking Pages by IDsRetrieves a list of appointment booking pages by IDs.
  • Endear icon
    List Appointment CalendarsRetrieves a list of appointment calendars.
  • Endear icon
    List Appointment CalendarsLists appointment calendars by IDs.
  • Endear icon
    List Appointment EventsLists appointment events by calendar event IDs.
  • Endear icon
    List Appointment TypesRetrieves a list of appointment types by IDs.
  • Endear icon
    List Appointment TypesLists appointment types from the service.
  • Endear icon
    List ConversationsRetrieves a list of conversations.
  • Endear icon
    List CustomersRetrieves a list of customers.
  • Endear icon
    List MessagesRetrieves messages associated with a conversation.
  • Endear icon
    List Messages by IDsRetrieves messages associated with a conversation by IDs.
  • Endear icon
    List Note CommentsRetrieves comments attached to notes.
  • Endear icon
    List NotesRetrieves a list of notes.
  • Endear icon
    List StoriesRetrieves stories shared within the organization.
  • Endear icon
    List TasksRetrieves a list of tasks.
  • Endear icon
    List TeamsRetrieves a list of teams.
  • Endear icon
    List UsersRetrieves a list of users.
  • Endear icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Endear icon
    Request a Customer DeletionRequests the deletion of a customer from the service.
  • Endear icon
    Reschedule an Appointment Booking EventReschedules an appointment booking event.
  • Endear icon
    Unassign a Task from UsersUnassigns a task from specified users.
  • Endear icon
    Update a CustomerUpdates a customer in the system with new information.
  • Endear icon
    Update a NoteUpdates an existing note in the system.
  • Endear icon
    Update a Note CommentUpdates a comment attached to a note.
  • Endear icon
    Update a TaskUpdates a task in the service.
  • Endear icon
    Update a UserUpdates user information in a specified system or application.
  • Endear icon
    Watch Appointment Booking PagesTriggers when an appointment booking page is viewed or interacted with.
  • Endear icon
    Watch Appointment CalendarTriggers when an appointment is added or updated in the calendar.
  • Endear icon
    Watch Appointment TypesTriggers when appointment types are watched.
  • Endear icon
    Watch ConversationTriggers when a new conversation is created.
  • Endear icon
    Watch CustomersTriggers when a new customer is created.
  • Endear icon
    Watch MessagesTriggers when new messages are received.
  • Endear icon
    Watch Note CommentTriggers when a note comment is created.
  • Endear icon
    Watch NotesTriggers when a new note is created or an existing note is updated.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Affinity and Endear integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Affinity [5]

Alternative integrations to Endear [6]

Try Affinity and Endear on WEXTL®

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

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Frequently asked questions

Common questions about connecting Affinity and Endear.

References

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

  1. Affinity and Endear integration source code, module specs and credentials implementation.
  2. Our Affinity and Endear integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Affinity and Endear — 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. Affinity integration information
  6. Endear integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Affinity and Endear, or get started