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Affinitycrm
20 available actions
What your AI agent can do in Affinity
Affinity helps private capital investors to find, manage, and close more deals This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 20 actions.
Common starting points
- Get a company s list entriesSummarize company data across all lists, including list-specific fields and metadata like creation date and author.
- Get a company s listsReturns metadata for all the Lists on which the given Company appears.
Browse all 20 actions by capability
Open a capability to see every supported action and its description.
Find & reviewLook up and review existing recordsView 20 actions
- Get a company s list entriesSummarize company data across all lists, including list-specific fields and metadata like creation date and author.
- Get a company s listsReturns metadata for all the Lists on which the given Company appears.
- Get all companiesAffinity API allows paginated access to company info and custom fields.
- Get all list entries on a listAccess and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via or .
- Get all list entries on a saved viewUse the endpoint to access rows in a Saved View with specific filters and selected fields from a web app.
- Get all opportunitiesPagination through Opportunities in Affinity yields basic info but excludes field data.
- Get all personsThe Affinity API offers paginated access to Person data using or .
- Get a person s list entriesSummary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author.
- Get a person s listsReturns metadata for all the Lists on which the given Person appears.
- Get a single companyRetrieve basic company info and specific field data by using or parameters.
- Get a single opportunityGet basic details about an Opportunity without field data via provided endpoints.
- Get a single personUse GET with or for detailed data; basic info by default.
- Get current userReturns metadata about the current user.
- Get metadata on all listsReturns metadata on Lists.
- Get metadata on a single listReturns metadata on a single List.
- Get metadata on a single list s fieldsReturns metadata on the Fields available on a single List.
- Get metadata on a single saved viewReturns metadata on a single Saved View.
- Get metadata on company fieldsReturns metadata on non-list-specific Company Fields.
- Get metadata on person fieldsReturns metadata on non-list-specific Person Fields.
- Get metadata on saved viewsReturns metadata on the Saved Views on a List.
Connection record
A connection you can control.
- Sign-in
- Customer-managed key
- Setup
- Use a key you create and control. It is stored securely and limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Affinity
How does the agent connect to Affinity?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Affinity?
The page above lists the 20 actions currently available through the Affinity connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Affinity included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Affinity is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Affinity to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.