--- title: Affinity by Maxmel Tech slug: affinity-1kv763 description: How to integrate Affinity with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_affinity-community.png docTags: createdAt: 2025-10-30T18:10:16.232Z --- | ::Image[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/affinity-community.png" size="50" width="512" height="512" position="center" darkWidth="512" darkHeight="512" showCaption="false"}

::Image[]{src="https://app.archbee.com/api/optimize/oAyFj2GHlBeBVWF5OAir2/JoAJhvSlBlBIvHteHmo_y-20251023-115411.jpeg" size="46" width="400" height="128" position="center" darkWidth="400" darkHeight="128" showCaption="false"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](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, [create your account on Affinity.](https://affinity.co) # App installation :::hint{type="info"} To install this app, you need Admin, Owner, or App Developer permissions. [Learn more about organization roles.](docId:-FOYcASPYP9uYKGm7LQPB) ::: ::::WorkflowBlock :::WorkflowBlockItem Go to the [Make integration page](https://www.make.com/en/integrations/affinity-community/). ::: :::WorkflowBlockItem Click the **Install** button. ::: :::WorkflowBlockItem **Follow** the on-screen instructions to complete the setup. ::: :::: # Connect Affinity and Make To get started, you must first create a connection between Affinity and Make, 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. ::::WorkflowBlock :::WorkflowBlockItem Login to your Affinity account using your credentials. ::: :::WorkflowBlockItem Navigate to the Settings page in the Affinity web app. ::: :::WorkflowBlockItem Ensure you have the Generate an API key role-based permission. If you do not, contact your Affinity admin. ::: :::WorkflowBlockItem Locate the section to generate an API key. ::: :::WorkflowBlockItem Generate your API key. ::: :::WorkflowBlockItem Note and securely store your API key. ::: :::: ## Bearer Authentication Instructions You need to generate your API key. ::::WorkflowBlock :::WorkflowBlockItem Login to your platform using your credentials. ::: :::WorkflowBlockItem Navigate to the Settings page in the Affinity web app. ::: :::WorkflowBlockItem Ensure you have the Generate an API key role-based permission. If you do not have this permission, contact your Affinity admin. ::: :::WorkflowBlockItem Locate the option to generate an API key. ::: :::WorkflowBlockItem Generate your API key. ::: :::WorkflowBlockItem Note and securely store the generated API key. ::: :::: :::hint{type="info"} 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 Make :::::WorkflowBlock ::::WorkflowBlockItem [ account](https://www.make.com/en/register), add the Affinity module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *in the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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](docId\:SO88FM6pkT0G-adKDDfzZ) page. # Affinity modules After connecting to the Affinity app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Note Creates a brand new note, allowing you to quickly capture and save your ideas or information. ::: :::ExpandableHeading ### Create a Person Adds a new person to your database, allowing you to store and manage their details for future reference. ::: :::ExpandableHeading ### Create an Opportunity Creates a brand new sales opportunity, allowing you to track and manage potential deals from the very beginning. ::: :::ExpandableHeading ### Create an Organization Creates a brand new organization in your account, allowing you to manage teams, projects, or resources under this new organizational structure. ::: :::ExpandableHeading ### Delete a Note Permanently removes a specific note from your account using its unique ID. ::: :::ExpandableHeading ### Delete a Person Permanently removes a specific person from your records using their unique ID. ::: :::ExpandableHeading ### Delete an Opportunity Permanently removes a specific opportunity from your account using its unique ID. ::: :::ExpandableHeading ### Get Company Lists Retrieves all lists associated with a specific company, allowing you to view and manage the lists linked to that company. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Get Lists Fetches detailed information about every list in your account, including their names, IDs, and other key properties. ::: :::ExpandableHeading ### Get a Company Fetches detailed information about a specific company using the provided company ID. ::: :::ExpandableHeading ### Get a List Retrieves detailed information about a specific list using its unique ID. ::: :::ExpandableHeading ### Get a Person Retrieves detailed information about a specific person using their unique ID. ::: :::ExpandableHeading ### Get a Person Lists Retrieves all the lists associated with a specific person ID, allowing you to see which lists that person belongs to. ::: :::ExpandableHeading ### Get an Opportunity Retrieves detailed information about a specific opportunity. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### List Opportunities Fetches and displays a list of all available opportunities, allowing you to view and manage them easily. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Search List Entries Finds and retrieves list entries that match the criteria you set, helping you quickly locate the specific items you need. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Search Organizations Finds and retrieves information about organizations based on your search criteria. ::: :::ExpandableHeading ### Search Persons Retrieves a list of people who match the criteria you specify, helping you quickly find the individuals you’re looking for. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### Update an Opportunity Updates the details of an existing opportunity, allowing you to modify information such as status, value, or other relevant fields. ::: :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Affinity resources You can have access to more resources related to this app on the following links : - [Affinity topics on Make community](https://community.make.com/search?q=Affinity) - [Affinity website](https://affinity.co) - [Affinity documentation](https://support.affinity.co/s/) - [Affinity API documentation](https://developer.affinity.co/) - [Affinity page on make](https://www.make.com/en/integrations/affinity-community) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::