Connect Seraf and Affinity to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Seraf with Affinity - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Important Date" from Seraf.

Add your action

An action happens after the trigger—such as "New Organization List Entry" in Affinity.

You’re connected!

Zapier seamlessly connects Seraf and Affinity, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Important Date
Triggers when a new important date is created in Seraf.
Trigger
Polling
Try It
- Title
  Required
- Note
  Required
- Company Name
  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

- Company Name
  Required
- Legal Name
- Company Description
- Street address
- City
- State
- Zip Code
- Country
- Website
- Product
- Product Type
- Company Industry
- Company Stage
- Founding Date
- Shares Outstanding
- Sales Channel
- Legal Structure
- Tax Structure
- SEC CIK
- Contact Role
- Contact First Name
- Contact Last Name
- Contact E-mail Address
- Contact Phone Number
- Contact Twitter Handle
- Contact LinkedIn
- Contact Blog
- Contact Gender
- Contact Race Ethnicity
- Contact Startup Experience
- Contact Notes
- Client Company
- Company Law Firm
- Company Attorney
- Company Attorney E-mail Address
- Documents Link
- Company Notes
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

For AI agents & developers

Use Seraf and Affinity with AI agents and code

Beyond Zap workflows. Call Seraf and Affinity actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Seraf and Affinity actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Company
New Organization List Entry

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Seraf and Affinity actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* seraf / affinity action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Seraf and Affinity to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Seraf to Affinity integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Seraf

Seraf is a fund manager tool to manage investment portfolios and keep partners updated.

HelpHelp

Related categories

Business Intelligence

About Affinity

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