Affinity by Codex Solutions

affinity is a relationship intelligence platform that helps manage and analyze professional networks and deal flow integrating with make com enables automated workflows for contact management, data syncing, and relationship tracking across 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 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 on a supported paid plan, appropriate permissions to generate an api key, and an api key generated by an admin, 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 keys,bearer authentication api keys 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 not, contact your affinity admin locate the option to generate an api key generate your api key note the generated api key bearer authentication 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 permission, which is controlled by your affinity admin locate the option to generate an api key generate your api key note 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 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 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 field creates a new field in your selected application, allowing you to store and manage specific types of data according to your needs create a new interaction creates a brand new interaction, allowing you to initiate communication or engagement with a contact or customer create a new list creates a brand new list using the details you provide, allowing you to organize and manage items just the way you need create a new person adds a new person to your database or contact list with the specified details delete a field remove a specific field from your selected data, helping you clean up or customize your information as needed delete a person remove a person this module allows you to permanently delete a specific person from your system or database use it to clean up records or manage your contact list by removing individuals you no longer need to keep delete an interaction removes a specific interaction from your intercom workspace, helping you keep your workspace organized by deleting conversations or messages you no longer need get all fields retrieves a list of all available fields from your selected resource, helping you understand what data you can work with in your scenario get all interactions retrieve all interactions this module allows you to collect a complete list of all interactions from your account, giving you an overview of every recorded event or activity 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, giving you an overview of every list you have in your account get a person list retrieves a list of people from your account, allowing you to view and manage all the individuals stored in your system get a specific interaction retrieve detailed information about a particular interaction by specifying its unique identifier this module helps you access all the relevant details for a specific interaction within your system get a specific list retrieve a particular list by specifying its unique identifier, allowing you to access detailed information about that specific list list all opportunities retrieves a complete list of all opportunities from your account, allowing you to view and manage every opportunity in one place list all organizations retrieves a complete list of all organizations associated with your account, making it easy to view and manage your organizational structure make an api call perform a custom api request to connect with your chosen service, allowing you to retrieve, send, or update data based on your specific needs update a person modify the details of an existing person in your system, such as updating their contact information or other personal data watch new events watches for new events as they are created in your selected calendar, so you can automatically trigger actions 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