DashboardSign inStart your trial

Affinity

Reference

20 actions for Affinity workflows.

01. Operations

Act on Affinity from a workflow

Operations are the actions a workflow can take in Affinity, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Crm

20 operations
Action

Get a company s list entries

AFFINITY_GET_A_COMPANY_S_LIST_ENTRIES

Summarize company data across all lists, including list-specific fields and metadata like creation date and author.

3 input
Action

Get a company s lists

AFFINITY_GET_A_COMPANY_S_LISTS

Returns metadata for all the Lists on which the given Company appears.

3 input
Action

Get a person s list entries

AFFINITY_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.

3 input
Action

Get a person s lists

AFFINITY_GET_A_PERSON_S_LISTS

Returns metadata for all the Lists on which the given Person appears.

3 input
Action

Get a single company

AFFINITY_GET_A_SINGLE_COMPANY

Retrieve basic company info and specific field data by using fieldIds or fieldTypes parameters.

3 input
Action

Get a single opportunity

AFFINITY_GET_A_SINGLE_OPPORTUNITY

Get basic details about an Opportunity without field data via provided endpoints.

1 input
Action

Get a single person

AFFINITY_GET_A_SINGLE_PERSON

Use GET /v2/persons/fields with fieldIds or fieldTypes for detailed data; basic info by default.

3 input
Action

Get all companies

AFFINITY_GET_ALL_COMPANIES

Affinity API allows paginated access to company info and custom fields.

5 input
Action

Get all list entries on a list

AFFINITY_GET_ALL_LIST_ENTRIES_ON_A_LIST

Access and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via fieldIds or fieldTypes.

5 input
Action

Get all list entries on a saved view

AFFINITY_GET_ALL_LIST_ENTRIES_ON_A_SAVED_VIEW

Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app.

4 input
Action

Get all opportunities

AFFINITY_GET_ALL_OPPORTUNITIES

Pagination through Opportunities in Affinity yields basic info but excludes field data.

3 input
Action

Get all persons

AFFINITY_GET_ALL_PERSONS

The Affinity API offers paginated access to Person data using fieldIds or fieldTypes.

5 input
Action

Get current user

AFFINITY_GET_CURRENT_USER

Returns metadata about the current user.

Action

Get metadata on a single list

AFFINITY_GET_METADATA_ON_A_SINGLE_LIST

Returns metadata on a single List.

1 input
Action

Get metadata on a single list s fields

AFFINITY_GET_METADATA_ON_A_SINGLE_LIST_S_FIELDS

Returns metadata on the Fields available on a single List.

3 input
Action

Get metadata on a single saved view

AFFINITY_GET_METADATA_ON_A_SINGLE_SAVED_VIEW

Returns metadata on a single Saved View.

2 input
Action

Get metadata on all lists

AFFINITY_GET_METADATA_ON_ALL_LISTS

Returns metadata on Lists.

2 input
Action

Get metadata on company fields

AFFINITY_GET_METADATA_ON_COMPANY_FIELDS

Returns metadata on non-list-specific Company Fields.

2 input
Action

Get metadata on person fields

AFFINITY_GET_METADATA_ON_PERSON_FIELDS

Returns metadata on non-list-specific Person Fields.

2 input
Action

Get metadata on saved views

AFFINITY_GET_METADATA_ON_SAVED_VIEWS

Returns metadata on the Saved Views on a List.

3 input
What now

Use Affinity in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.

Browse workflow templates