Affinity by Maxmel Tech

affinity is a relationship intelligence and deal management platform for private capital firms, offering ai driven crm and data enrichment integrating with make com enables automated workflows, streamlined deal tracking, and enhanced data connectivity across investment and crm tools this is ai generated content based on official affinity documentation the content may still contain errors—please verify important information if you have questions, contact https //www affinity co/contact us?hslang=en directly how to get support on affinity affinity is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=affinity\&app slug=affinity community\&app unique id=affinity 1kv763 requirements to use the affinity app in make, you must have an active affinity account with a supported paid plan and the necessary permissions to generate an api key, https //affinity co app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/affinity community/ click the install button follow the on screen instructions to complete the setup connect affinity and {{product name}} to get started, you must first create a connection between affinity and {{product name}} , allowing the two services to communicate you can connect using the following method api keys,bearer authentication api keys instructions you need to generate your api key login to your affinity account using your credentials navigate to the settings page in the affinity web app ensure you have the generate an api key role based permission if you do not, contact your affinity admin locate the section to generate an api key generate your api key note and securely store your api key bearer authentication instructions you need to generate your api key login to your platform using your credentials navigate to the settings page in the affinity web app ensure you have the generate an api key role based permission if you do not have this permission, contact your affinity admin locate the option to generate an api key generate your api key note and securely store the generated api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=affinity\&app slug=affinity community\&app unique id=affinity 1kv763 create the connection in {{product name}} https //www make com/en/register , add the affinity module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your affinity or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page affinity modules after connecting to the affinity app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a note creates a brand new note, allowing you to quickly capture and save your ideas or information create a person adds a new person to your database, allowing you to store and manage their details for future reference create an opportunity creates a brand new sales opportunity, allowing you to track and manage potential deals from the very beginning create an organization creates a brand new organization in your account, allowing you to manage teams, projects, or resources under this new organizational structure delete a note permanently removes a specific note from your account using its unique id delete a person permanently removes a specific person from your records using their unique id delete an opportunity permanently removes a specific opportunity from your account using its unique id get company lists retrieves all lists associated with a specific company, allowing you to view and manage the lists linked to that company get company lists entries retrieves a list of all entries associated with a specific company, allowing you to view and manage detailed information for that company get lists fetches detailed information about every list in your account, including their names, ids, and other key properties get a company fetches detailed information about a specific company using the provided company id get a list retrieves detailed information about a specific list using its unique id get a person retrieves detailed information about a specific person using their unique id get a person lists retrieves all the lists associated with a specific person id, allowing you to see which lists that person belongs to get an opportunity retrieves detailed information about a specific opportunity list custom field values fetches the values of custom fields for a specific entity based on its id, allowing you to access detailed, tailored information associated with that particular record list opportunities fetches and displays a list of all available opportunities, allowing you to view and manage them easily make an api call allows you to make custom, authorized api requests to the connected service, enabling you to access features or data not covered by the standard modules search companies retrieves a list of companies that match the criteria you specify, making it easy to find exactly the businesses you're looking for search list entries finds and retrieves list entries that match the criteria you set, helping you quickly locate the specific items you need search list entries from a saved view finds and retrieves list entries that match your chosen criteria from a saved view, helping you quickly locate the specific information you need search organizations finds and retrieves information about organizations based on your search criteria search persons retrieves a list of people who match the criteria you specify, helping you quickly find the individuals you’re looking for set a custom field value updates the value of a custom field for a specific entity you choose, allowing you to tailor information to your needs update a custom field value updates the value of a specific custom field, allowing you to modify and keep your data up to date according to your needs update a person updates the details of an existing person using their unique id, allowing you to modify information such as name, contact details, or other personal data update an opportunity updates the details of an existing opportunity, allowing you to modify information such as status, value, or other relevant fields update an organization updates the details of an existing organization, allowing you to modify information such as the organization's name, contact details, or other relevant settings watch events triggers when a particular event you’ve chosen takes place, allowing you to automatically start your scenario based on that specific activity templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} affinity resources you can have access to more resources related to this app on the following links https //community make com/search?q=affinity https //affinity co https //support affinity co/s/ https //developer affinity co/ https //www make com/en/integrations/affinity community