Affinity by Maxmel Tech

affinity is a relationship intelligence crm platform for deal driven organizations, offering automated data capture, ai enrichment, and network mapping to streamline deal sourcing and management integrating with make com enables automated workflows and data syncing across investment and crm processes 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 affinity support 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 license type and an api key generated via the web app, create your account on affinity app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page 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 key (bearer authentication) 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 as controlled by 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}} log in in your make account , 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 connect an application 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 information or ideas create a person adds a new person to your system, allowing you to store and manage their details 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, and resources under this new group 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 system using their unique id delete an opportunity permanently removes a specific opportunity from your account using its unique id get company lists retrieves a list of all available lists associated with a specified company, allowing you to view and manage the lists linked to that company get company lists entries retrieves a detailed list of entries associated with a specific company, allowing you to view and manage all relevant records for that organization get lists fetches detailed information about every list in your account, including their properties and settings get a company fetches detailed information about a specific company using the provided 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 view and manage the lists linked to that individual get an opportunity retrieves detailed information about a specific opportunity list custom field values this module fetches the values of custom fields associated with a specific entity, based on the entity’s unique id list opportunities fetches and displays a list of all available opportunities from your account, allowing you to view and manage them easily make an api call allows you to make a custom, authorized api request to the service, enabling you to interact with endpoints or features not covered by the standard modules search companies retrieves a list of companies that match the criteria you specify, allowing you to filter and find exactly the businesses you’re looking for search list entries finds list entries that match the criteria you set, helping you quickly locate specific items within your lists search list entries from a saved view searches for list entries that match your chosen criteria within a saved view, helping you quickly find the specific items you need search organizations searches for organizations based on specific criteria you provide, helping you quickly find the organizations you need search persons retrieves a list of people that match the criteria you specify, making it easy to find and work with the exact individuals you need set a custom field value updates the value of a custom field for a specific entity you choose update a custom field value updates the value of a specific custom field, allowing you to modify and keep your data up to date update a person updates the details of an existing person using their unique id this module lets you modify information such as name, contact details, or other personal data for someone already in your system update an opportunity updates the details of an existing opportunity, allowing you to modify information such as status, value, or related notes update an organization updates the details of an existing organization, allowing you to modify information such as the organization's name, address, or other relevant data watch events triggers when the event you’ve selected takes place, allowing you to kick off your scenario automatically whenever that specific action happens templates you can look for more templates in make's template gallery , 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 affinity topics on make community affinity website affinity documentation affinity api documentation affinity page on make