Affinity Integration
Connect Affinity to Arahi's no-code AI Sales Agents and automate workflows in minutes.
About the Affinity integration
Affinity is a collective intelligence CRM With Arahi AI, you can connect Affinity to Adversus, Clearbit, Contacts+ and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- CRM
- Authentication
- keys
Affinity automation use cases
- Lead enrichment at ingest
- When a new lead lands in Affinity, auto-pull company data, social profiles, and firmographics before the rep ever sees it.
- Deal-stage alerts to Slack
- Route high-value deal movements from Affinity to a Slack channel the instant they cross a threshold.
- Meeting notes → Affinity contact record
- Log call summaries and next steps from Zoom or Meet straight into the matching Affinity contact.
- Duplicate contact deduping
- Flag and merge duplicate Affinity contacts as they appear instead of quarterly cleanup sprints.
Affinity workflow examples
- Sync new Gmail threads into Affinity notes
Attach key Gmail threads as Affinity notes against the right person list entry so deal activity stays captured without manual copy-paste.
When a Gmail reply arrives from a portfolio contact, log it as an Affinity note.
- Post opportunity updates into Slack deal channels
Use Get all opportunities in Affinity to pull pipeline changes and post updates to a Slack deal channel so partners track active investments.
Each morning, call Affinity Get all opportunities and post changes to Slack.
- Export Affinity persons to Google Sheets
Run Get all persons in Affinity on a schedule and append results into a Google Sheets roster used for investor CRM audits and reporting.
Weekly, run Affinity Get all persons and append rows to Google Sheets.
Affinity actions
- Get a company s list entries
- Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires \
- Get a company s lists
- Returns metadata for all the lists on which the given company appears.
- Get all companies
- Affinity api allows paginated access to company info and custom fields. use `fieldids` or `fieldtypes` to specify data in a request. retrieve field ids/types via get `/v2/companies/fields`. export permission needed.
- Get all list entries on a list
- Access and export essential data and metadata for companies, persons, or opportunities from a list, specifying data via `fieldids` or `fieldtypes`. \
- Get all list entries on a saved view
- Use the endpoint to access rows in a saved view with specific filters and selected fields from a web app. it doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
- Get all opportunities
- Pagination through opportunities in affinity yields basic info but excludes field data. for field data, use specified get endpoints. \
- Get all persons
- The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.
- Get a person s list entries
- Summary: browse rows for a person in all lists, showing field data and entry metadata like creation time and author. requires \
- Get a person s lists
- Returns metadata for all the lists on which the given person appears.
- Get a single company
- Retrieve basic company info and specific field data by using `fieldids` or `fieldtypes` parameters. multiple fields can be queried. no field data if parameters aren't specified. requires \
- Get a single opportunity
- Get basic details about an opportunity without field data via provided endpoints. field data requires using specific list entry apis and the \
- Get a single person
- Use get `/v2/persons/fields` with `fieldids` or `fieldtypes` for detailed data; basic info by default. request multiple fields at once. \
- Get current user
- Returns metadata about the current user.
- Get metadata on all lists
- Returns metadata on lists.
- Get metadata on a single list
- Returns metadata on a single list.
- Get metadata on a single list s fields
- Returns metadata on the fields available on a single list. use the returned field ids to request field data from the get `/v2/lists/{listid}/list-entries` endpoint.
- Get metadata on a single saved view
- Returns metadata on a single saved view.
- Get metadata on company fields
- Returns metadata on non-list-specific company fields. use the returned field ids to request field data from the get `/v2/companies` and get `/v2/companies/{id}` endpoints.
- Get metadata on person fields
- Returns metadata on non-list-specific person fields. use the returned field ids to request field data from the get `/v2/persons` and get `/v2/persons/{id}` endpoints.
- Get metadata on saved views
- Returns metadata on the saved views on a list.