Affinity

Affinity Help & Support

What Affinity Triggers and Actions are Supported

Supported Triggers#

  • New List Entry - Triggers when a new entry is added onto a List.
  • Field Value Changes - Triggers when a field value changes (addition, deletion, or update)
  • New List - Triggers when a new list is added.
  • New Opportunity - Triggers when a new opportunity is added.
  • New Organization - Triggers when a new organization is added.
  • New Person - Triggers when a new person is added. ## Supported Searches
  • Find an Organization - Finds an organization by name or domain.
  • Find an Organization - Finds an organization by id
  • Find an Opportunity - Finds an opportunity by id
  • Find a Person - Finds a person by id
  • Find an Opportunity - Finds an opportunity by name.
  • Find a List Entry - Find a specific person, organization, or opportunity on a list.
  • Find a Person - Finds a person by name or email address. ## Supported Actions
  • New Person List Entry - Add a person to a list. Duplicate entries can be created.
  • Create a Opportunity - Create a new opportunity. Use a Search if you do not want duplicates to be created.
  • Create a Organization - Create a new organization. Use a Search if you do not want duplicates to be created.
  • New Opportunity List Entry - Add an opportunity to a list. Duplicate entries can be created.
  • Create a Note - Create a new note on a person, organization, or opportunity.
  • Create a Person - Create a new person. Use a Search if you do not want duplicates to be created.
  • Add a Person, Organization, or Opportunity to a List - Add a person, organization, or opportunity to a list. Duplicate entries can be created.
  • New Organization List Entry - Add a organization to a list. Duplicate entries can be created.
  • Update an Entity - Update the global or list fields of a person, organization, or opportunity.
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How to Get Started with Affinity on Zapier

When you start creating a Affinity Zap, you will be asked to connect your Affinity account.

Click to connect Affinity

Next, you'll be asked to enter your Affinity API key.

Affinity API Key

To locate your API Key in your Affinity account, please follow these steps:

  1. Log into Affinity.
  2. Click the hamburger icon on the upper left, and select "Settings" at the bottom of the slide-out.
  3. Choose "API".
  4. Click "Generate an API Key".
  5. Copy the generated API key to your clipboard

Paste your key back into your Zapier account and then “Continue.”

If all steps were successful your Affinity account will now be successfully connected.

Affinity connection successful

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Common Problems with Affinity on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.

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