Affinity by Codex Solutions

affinity provides a relationship intelligence platform for managing and analyzing professional networks and deal flow, especially in industries like venture capital integrating with make com enables automated workflows for contact management, data syncing, and deal tracking 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 //developer affinity co/ 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 a select type of paid account with the necessary permissions and an api key, https //affinity serif com/en gb/ 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 key,bearer authentication api key instructions you need to generate an api key from your affinity account log in to your affinity web application using your credentials navigate to the settings page within 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 copy and securely store 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 role based permission if not, contact your affinity admin generate an api key using the provided option in the settings page 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}} 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 field creates a new field in your selected system, allowing you to store and manage specific types of information according to your needs create a new interaction creates a brand new interaction, allowing you to initiate and manage a fresh conversation or engagement within your chosen platform 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 detailed profile with the provided information delete a field remove a specific field from your selected record delete a person removes a specified person from your system, permanently deleting their record and all associated information delete an interaction removes a selected interaction from your system, helping you keep your workspace organized and up to date get all fields retrieve fields this module allows you to fetch and view all the available fields from a selected resource, helping you understand what data can be accessed or used in your scenario get all interactions retrieve a comprehensive list of all interactions from your account, allowing you to view and manage every recorded interaction in one place get all list entries retrieve all entries from a specific list, giving you access to every item stored within that list get all lists retrieve all lists this module allows you to fetch and view every list available in your account, giving you an overview of all your existing lists in one place 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 data related to a specific interaction get a specific list retrieve a particular list by specifying its unique identifier this module allows you to access detailed information about a specific list within your app or service list all opportunities retrieves a complete list of all opportunities from your account, making it easy to view and manage your current sales prospects list all organizations retrieves a complete list of all organizations associated with your account, making it easy to view and manage each one in a single place make an api call the "make an api call" module lets you send customized requests directly to the selected app’s api this means you can access advanced features or specific data that might not be available through the standard modules, giving you more flexibility and control over your integrations update a person update a person's details this module allows you to modify and update the information of an existing person in your system, such as their name, contact details, or other profile data watch new events triggers when a new event is created in your account, allowing you to automatically start workflows based on newly scheduled events 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 serif com/en gb/ https //support affinity co/s/ https //developer affinity co/ https //www make com/en/integrations/affinity community