Affinity + Visible

Affinity + Visible integrations

Create Affinity notes when new requests are completed in Visible

When a company completes a new request in Visible, this integration will automatically create an Affinity note for the person, organization, or opportunity.

When this happens...
New Request CompletedTriggers when a response to a request is completed (investor platform only)
TriggerInstant
automatically do this!
Create a NoteCreate a new note on a person, organization, or opportunity.
ActionWrite

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More things you can do with Visible and Affinity

Discover other triggers and actions you can use with Visible and Affinity

- Company
  Required
- Request
  Required
Trigger
Instant
Try It
- Company
  Required
- Email
  Required
- First Name
- Last Name
- Title
Action
Write
- Company
  Required
- Name
  Required
- Website URL
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
Action
Write
New Organization
Triggers when a new organization is added.
Trigger
Polling
Try It
- List
  Required
Trigger
Polling
Try It

New Opportunity
Triggers when a new opportunity is added.
Trigger
Polling
Try It
- Organization
  Required
Action
Write

- Person
  Required
Action
Write
- List
  Required
Action
Write
- Name
  Required
Action
Write
Update an Entity
Update the global or list fields of a person, organization, or opportunity.
Action
Write
- List
  Required
Action
Search
- Search Term
  Required
Action
Search
- Id
  Required
Action
Search
- Search Term
  Required
- Name
  Required
- Domain
Action
Search or write
- Search Term
  Required
- Name
  Required
Action
Search or write

- Company
  Required
- Fundraising Pipeline
  Required
- Stage
  Required
- Name
  Required
- Amount
- Point of Contact: Email
- Point of Contact: First Name
- Point of Contact: Last Name
- Point of Contact: Title
- Notes
Action
Write
- Company
  Required
- Metric
  Required
- Date
- Value
Action
Write
- Company
  Required
- Metric
  Required
- Date
- Value
  Required
Action
Write
- List
  Required
Trigger
Polling
Try It
New List
Triggers when a new list is added.
Trigger
Polling
Try It
New Person
Triggers when a new person is added.
Trigger
Polling
Try It
- Opportunity
  Required
Action
Write
- Name
  Required
- Domain
Action
Write
- Person
- Organization
- Opportunity
- Content
- Gmail ID
- Creator
Action
Write
- Full Name
  Required
- Email Address
Action
Write
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
Search
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- List
  Required
Action
Search or write
- Search Term
  Required
- Full Name
  Required
- Email Address
Action
Search or write

About Affinity

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

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CRM (Customer Relationship Management)

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About Visible

Capture key performance data and share your story with key stakeholders all in one platform.

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