Affinity + Visible
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 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 Completed
Triggers when a response to a request is completed (investor platform only)
- automatically do this!Create a Note
Create a new note on a person, organization, or opportunity.
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CompanyRequired
RequestRequired
Try ItCompanyRequired
EmailRequired
First Name
Last Name
Title
CompanyRequired
NameRequired
Website URL
Point of Contact: Email
Point of Contact: First Name
Point of Contact: Last Name
Point of Contact: Title
New Organization
Triggers when a new organization is added.
Try It
CompanyRequired
Fundraising PipelineRequired
StageRequired
NameRequired
Amount
Point of Contact: Email
Point of Contact: First Name
Point of Contact: Last Name
Point of Contact: Title
Notes
CompanyRequired
MetricRequired
Date
Value
CompanyRequired
MetricRequired
Date
ValueRequired
ListRequired
Try It
