Affinity CRM Integration & Workflow Automation with Approval
Run Affinity on autopilot. Keep the veto.
20 actions
Affinity tracks deal flow, lists, and relationships across your firm. Rills pulls that context into approval queues so AI proposals are grounded in real pipeline data, not guesswork.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from Affinity arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue (3)
Include 34 companies from the Q1 Follow-up list in the outreach sequence?
34 companies · from 'Q1 Follow-up' saved view
12 days ago on average
3 new companies added since last review
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Clear runs stop waiting on you.
Every run is scored against your review step. The ones that clearly match your judgment run above your threshold without a tap; the borderline ones still come to the queue. Autonomy is earned run by run, never switched on for good.
About Affinity automation
Your firm’s deal pipeline lives in Affinity, but the outbound sequences that move deals forward often run on autopilot, blind to the status of a relationship or the last meeting note. When automation pulls stale lists or skips recent interactions, the damage isn’t a bug report: it’s a partner asking why a tier-1 LP received a cold intro.
When Affinity runs unsupervised
Affinity automation can amplify a small data error into a firm-wide embarrassment. Without a review step, these are the slips that slip through:
- A weekly email pulls all list entries from a saved view, but an analyst added three new companies to the wrong view, and the sequence fires to the wrong contacts.
- A workflow retrieves a person’s lists to segment them, yet a recent fundraise role change went unlogged; the prospect gets asked about a deal they left two months ago.
- An outbound tool reads a single company’s metadata to personalize an intro, but the latest meeting notes or warm intro details sit in a different opportunity record the pull overlooked.
- A quarterly investor update uses current saved views, unaware that a VP renamed three views and deprecated two, leaving the pipeline report incomplete.
- A deal coordinator pulls all opportunities for a weekly sync, but the opportunity fields changed last sprint and the mapping breaks silently.
What Rills does inside Affinity
Rills connects directly to your saved views, lists, and company records, pulling the latest relationship context every time a decision-ready proposal is built. Before any outreach fires, Rills surfaces the exact list entries, opportunities, or company metadata the proposal relies on, and the human sees the evidence first.
Proposals are built on current Affinity data; you see the evidence before approving.
Why Affinity has no triggers and how Rills fills the gap
Affinity doesn’t push events when a list changes or a deal stage moves, so traditional approval layers can’t react in real time. Rills works around that by pulling data on a schedule or when upstream steps demand fresh context:
- Scheduled review: a daily run reads all list entries on key saved views, queues a proposal to validate the active outreach audiences, and surfaces any new adds or removals for a quick approve.
- Upstream outbound trigger: when a new campaign kicks off in Outreach, Rills retrieves a company’s lists from Affinity to decide inclusion, then puts the prospect list on your phone for a final look.
- On-demand enrichment: a Zapier step triggers Rills to get a single person’s full list memberships and all related opportunities, proposing a tailored touch sequence you can approve or adjust.
- Weekly hygiene run: Rills pulls all opportunities modified in the last seven days, compares them to the active outreach lists, and asks whether to re-sync the matching contacts.
What Rills can do in Affinity
6 of 20 actions across reads, writes, and updates.
- 01
Get a company s list entries
Summarize company data across all lists, including list-specific fields and metadata like creation date and author.
- 02
Get a company s lists
Returns metadata for all the Lists on which the given Company appears.
- 03
Get a person s list entries
Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author.
- 04
Get a person s lists
Returns metadata for all the Lists on which the given Person appears.
- 05
Get a single company
Retrieve basic company info and specific field data by using fieldIds or fieldTypes parameters.
- 06
Get a single opportunity
Get basic details about an Opportunity without field data via provided endpoints.
Common questions about Affinity automation
How do I automate pulling list entries from a saved view in Affinity?
Rills lets your AI workflows request list entries from an Affinity saved view, then queues the request for a human to approve before the data is returned. You approve from your phone in seconds, and the decision is recorded. That keeps every bulk read auditable without slowing down your team.
Can I require mobile approval before AI pulls a company profile from Affinity?
Yes. When a workflow asks for a single company or all companies from Affinity, Rills holds the call until someone approves it from the mobile queue. That way no one runs afoul of data-access policies, and every access leaves a record.
How do I review opportunity data from Affinity before an AI takes the next step?
Set up a Rills review step that fetches a single opportunity or list entries related to a deal. The AI proposes the read, approval happens on your phone, and the approved data is then available downstream. Every review leaves a decision record.
What’s the easiest way to gate Affinity person metadata lookups?
Rills gates every person field metadata request. When your workflow asks which fields are available on a person record before composing a message, that read waits for a human to swipe approve. It keeps the AI inside the guardrails your RevOps team set.
How is Rills different from Zapier for Affinity?
Zapier can pull Affinity data automatically, but there’s no built-in human checkpoint. Rills inserts a mobile approval step before the data leaves Affinity. That means every read is vetted, not just automated, and the approval trail is saved.
Why use Rills instead of Make for Affinity data access?
Make runs scenarios without pausing for a human. Rills forces a decision point before any Affinity entity is fetched. You get the same workflow flexibility, plus a queue you approve from your phone and an audit log that shows who allowed each data pull.
Does Rills support Affinity webhooks?
Affinity doesn't send event triggers to Rills, so there are no webhooks to gate. However, you can still run Rills-protected workflows that fetch Affinity data on your own schedule or from other app triggers. Every fetch then goes through the same approval queue.
How much does Rills cost for Affinity automation?
Approvals and workflow logic are completely free. You pay only for the real actions that execute after approval. For Affinity, that means you're billed only when your team approves and the data is actually retrieved. No seat minimum, no monthly base.