Put 
Affinity to work with
AI-driven automations
Actions
Search lists
Find and view lists you have in Affinity
View list details
See details about a specific list, including its fields
Create list
Start a new list to organize people, companies, or opportunities
Add to list
Add a person, company, or opportunity to a list
Remove from list
Remove someone or something from a list
Search people
Find people in your Affinity workspace
View person details
See information about a specific person
Create person
Add a new person to Affinity
Update person
Update details for an existing person
Delete person
Remove a person from Affinity
Search companies
Find companies in your Affinity workspace
View company details
See information about a specific company
Create company
Add a new company to Affinity
Update company
Update details for an existing company
Delete company
Remove a company from Affinity
Search opportunities
Find opportunities in your Affinity workspace
View opportunity details
See information about a specific opportunity
Create opportunity
Add a new opportunity to Affinity
Update opportunity
Update details for an existing opportunity
Delete opportunity
Remove an opportunity from Affinity
View interactions
See all past interactions (calls, meetings, emails, notes) linked to people or companies
Log interaction
Add a new interaction such as a call, meeting, or note
Update interaction
Update an existing interaction record
Delete interaction
Remove an interaction from Affinity
Track relationship strength
See how strong your relationship is with a person or company
Search fields
Find fields you’ve created in Affinity
Add field
Create a new custom field to track specific information
Update field
Update an existing custom field
Delete field
Remove a custom field
Update field values
Change or add field values for people, companies, or opportunities
View reminders
See your reminders in Affinity
Create reminder
Set a new reminder for follow-ups
Update reminder
Change an existing reminder
Delete reminder
Clear a reminder you no longer need
Manage webhooks
Connect Affinity to other tools so updates (like new entries or changes) can trigger automations
Check your account
See who you’re logged in as and your account usage
Triggers
No items found.
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