Affinity

affinity is a relationship intelligence platform api that manages data on people, companies, opportunities, and interactions integrating with make com enables users to automate workflows, sync crm data, and streamline relationship management across multiple business 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 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 f3xs5o requirements to use the affinity app in make, you must have an active affinity account with a supported license type, api access enabled by your admin, and an api key, create your account on affinity app installation to install this app, you need admin, owner, or app developer permissions organizations start by installing the app from the make integration page click the install button and 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 an api key to authenticate your requests login to your affinity account using your credentials navigate to the settings page within the affinity web application locate the section for api key management ensure you have the generate an api key permission if not, contact your affinity admin to obtain this permission use the provided interface to generate a new api key copy and securely store the generated api key bearer authentication instructions you need to generate your api key to use as a bearer token 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, which is controlled by your affinity admin locate the option to generate an api key generate your api key copy and securely store your api key, as it will be used as your bearer authentication token 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 f3xs5o 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 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 field creates a new field in your system, allowing you to store and manage additional types of information as needed create a new interaction creates a brand new interaction, allowing you to initiate and log a specific communication or engagement with a contact or user create a new list creates a brand new list using the details you provide, allowing you to organize and manage your items just the way you need create a new person adds a new person to your system by creating a record with the details you provide delete a field the "delete a field" module allows you to permanently remove a specific field from your selected database or data structure use this module when you need to clean up or update your data by deleting fields that are no longer needed delete a person remove a person this module allows you to permanently delete a specific person from your system or database use it when you need to completely remove all records and information associated with that individual delete an interaction remove an interaction this module lets you permanently delete a specific interaction from your system, helping you keep your workspace organized by removing conversations you no longer need get all fields retrieve fields this module allows you to fetch and view a list of all available fields from a selected resource, making it easier to understand what data you can work with in your scenarios get all interactions retrieve a comprehensive list of all interactions, allowing you to view detailed records of every interaction within your account get all list entries retrieve all entries from a specific list, allowing you to access and work with every item stored in that list get all lists retrieves all of your available lists, allowing you to view and manage them in one place get a person list retrieves a detailed list of people from your database, including their key information and attributes this module helps you easily access and manage the profiles of all individuals stored in your system get a specific interaction retrieve detailed information about a particular interaction, allowing you to view all the specifics related to that interaction get a specific list retrieve a particular list based on its unique identifier, allowing you to access detailed information about that specific list list all opportunities the "list all opportunities" module retrieves a complete list of opportunities from your connected app or service, allowing you to view and manage all available sales opportunities in one place list all organizations retrieves and displays a complete list of all organizations associated with your account, making it easy to view and manage your organization's information make an api call the "make an api call" module allows you to send custom requests directly to the app’s api this means you can access features or data that might not be available through the standard modules, giving you more flexibility and control over your integrations update a person modify an existing person's details, such as their name, contact information, or other personal data watch new events triggers when a new event is created in your account, allowing you to automatically take action whenever a new event is added 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