STEP 1
Connect Affinity and Streak CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Affinity and Streak CRM Integration
Connect Affinity and Streak CRM to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Affinity and Streak CRM
Detailed info you need to know about Affinity and Streak CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Streak CRM
Manage pipelines, boxes, contacts, and tasks in Streak CRM inside Gmail. [6]
How to connect Affinity to Streak CRM
Set up your Affinity and Streak CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinity and Streak CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Affinity and Streak CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinity and Streak CRM work in WEXTL?
WEXTL exposes actions and triggers for Affinity and Streak CRM 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 triggersStreak CRM actions
Affinity modules
- Create an OpportunityCreates a new opportunity.
- Create an OrganizationCreates a new organization.
- Create a NoteCreates a new note.
- Create a PersonCreates a new person.
- Delete an OpportunityDeletes an existing opportunity by its id.
- Delete a NoteDeletes an existing note by its id.
- Delete a PersonDeletes an existing person by its id.
- Get a CompanyRetrieves a single company by specified ID.
- Get a ListRetrieves a single list by id.
- Get an OpportunityRetrieves a single opportunity.
- Get a PersonRetrieves a single person by id.
- Get a Person ListsReturns lists of a specified person id.
- Get Company ListsRetrieves a lists for a specified company.
- Get Company Lists EntriesRetrieves a list entries for a specified company.
- Get ListsRetrieves metadata for all lists.
- List Custom Field ValuesRetrieves a custom field values for a specified entity id.
- List OpportunitiesRetrieves a list of opportunities.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CompaniesRetrieves a list of companies by specified criteria.
- Search List EntriesSearches for list entries by specified criteria.
- Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
- Search OrganizationsSearches for organizations.
- Search PersonsRetrieves a list of persons by specified criteria.
- Set a Custom Field ValueSets a custom field value to a specified entity.
- Update a Custom Field ValueUpdates a custom field value.
- Update an OpportunityUpdates an existing opportunity.
- Update an OrganizationUpdates an existing organization details.
- Update a PersonUpdates an existing person by its id.
- Watch EventsTriggers when a specified event occurs.
Streak CRM modules
- Add FilesAttaches one or more files to a box.
- All NewsfeedReturns the recent activity feed across all of your pipelines.
- Batch Move BoxesMove boxes to a different pipeline (batch).
- Box NewsfeedReturns the recent activity feed for a single box.
- Check Existing OrganizationsChecks whether an organization already exists for a given domain or name.
- Create BoxCreate a box.
- Create CommentCreate a comment.
- Create ContactCreate a contact.
- Create MeetingCreate a new meeting.
- Create PipelineCreate a pipeline.
- Create Pipeline FieldAdds a new custom field to a pipeline.
- Create SnippetCreate a snippet.
- Create StageCreate a stage.
- Create TaskCreate a task.
- Delete BoxDelete a box.
- Delete CommentDelete a comment.
- Delete ContactDelete a contact.
- Delete MeetingDelete a meeting.
- Delete OrganizationDelete an organization.
- Delete PipelineDelete a pipeline.
- Delete Pipeline FieldRemoves a custom field from a pipeline.
- Delete SnippetDelete a snippet.
- Delete StageDelete a stage.
- Delete TaskDelete a task.
- Delete ThreadRemoves an email thread from a box.
- Get All SnippetsGets all Snippets.
- Get BoxGet a box.
- Get Box Field ValueReturns the value of one custom field on a box.
- Get Box TimelineGet timeline for a box.
- Get CommentGet a comment.
- Get ContactGet a contact.
- Get Current UserReturns the profile of the Streak user tied to this connection.
- Get FileGet specific file.
- Get File ContentsGets file Contents.
- Get Multiple BoxesGets multiple Boxes.
- Get My TeamsReturns the teams the connected user belongs to.
- Get OrganizationReturns the details of an organization by its key.
- Get PipelineGet a pipeline.
- Get Pipeline FieldReturns the details of a single pipeline field.
- Get SnippetGet a snippet.
- Get StageGet a stage.
- Get TaskGet a task.
- Get TeamGet a team.
- Get ThreadGet a specific thread.
- Get UserReturns the profile details of a Streak user by their key.
- List All PipelinesRetrieves a list of all Pipelines.
- List Box CommentsGet all comments in a box.
- List Boxes In PipelineList all boxes in pipeline.
- List Box Field ValuesList field values for a box.
- List Box FilesGet files in a box.
Frequently asked questions
Common questions about connecting Affinity and Streak CRM.
Connect your Affinity and Streak CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Affinity's "Watch Events" fires, WEXTL can "Add Files" in Streak CRM. Affinity has 1 trigger (including Watch Events); Streak CRM has 75 actions (including Add Files, All Newsfeed, and Batch Move Boxes). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Affinity-to-Streak CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Affinity (or Streak CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Affinity + Streak CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Affinity and Streak CRM integration.
- Affinity and Streak CRM integration source code, module specs and credentials implementation.
- Our Affinity and Streak CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinity and Streak CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Affinity integration information
- Streak CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library