Affinity

Retrieve a specific Affinity list by ID, returning its name, type, and metadata for use in downstream pipeline steps.

Add a company to an Affinity list the moment it enters your pipeline, stamping the entry with custom field values from the trigger event.

Fetch every list in your Affinity workspace, including names and types, so the agent can dynamically route records to the correct pipeline.

Log a new deal or opportunity to an Affinity list at the exact moment a qualifying event fires, keeping your pipeline current without manual entry.

Insert any person, organization, or opportunity into a named Affinity list with full control over which fields are populated on creation.

Add a contact to an Affinity people list in real time, ensuring every new relationship is tracked the moment it forms.

Remove a specific entry from an Affinity list to keep pipelines clean when records are disqualified, merged, or no longer relevant.

Add a net-new company to your Affinity workspace, creating the canonical organization record that all list entries and notes will reference.

Retrieve a single list entry by ID to read its current field values before deciding whether to update, delete, or escalate it.

Attach any existing Affinity entity to a list in one step, without re-creating the record, preserving all relationship history.

Retrieve every entry in an Affinity list, with field values, to power bulk exports, audits, or cross-tool sync at any point in your workflow.

Attach a timestamped, searchable note to any Affinity entity — person, organization, or opportunity — capturing meeting context, decisions, or research the moment it happens.

Create a new company record in the Affinity Organizations module with all relevant firmographic fields set on creation.

Open a new deal record in Affinity, capturing the name, associated entities, and initial field values that kick off your deal-tracking workflow.

Permanently remove a company record from Affinity when it is a duplicate, a test entry, or a company that should never have been tracked.

Add a new contact to your Affinity workspace, seeding their record with email, name, and role so relationship tracking begins immediately.

Fetch a single company record from Affinity by ID, returning all custom fields and relationship metadata for use in downstream logic.

Modify the custom field values on any Affinity entity — person, organization, or opportunity — in a single call, keeping records accurate as new information arrives.

Pull every company in your Affinity workspace for bulk analysis, export, or cross-system sync without hitting pagination limits manually.

Search for a company in Affinity by name or domain and return the matching record, enabling idempotent create-or-update flows without duplicate creation.

Update specific fields on an existing company record in Affinity, keeping firmographic data accurate as the company grows and changes.

Search within a specific Affinity list for an entry matching your criteria, returning its ID and field values for conditional logic downstream.

Search Affinity for a deal record by name or associated entity so you can read its current state or link it in downstream actions.

Remove a contact record from Affinity permanently when it is a duplicate, a test entry, or someone who has explicitly requested removal.

Fires when a custom field value is populated on a record for the first time, so the agent can react the moment a data point appears in your Affinity workspace.

Fires whenever a new company record is added to Affinity, letting the agent enrich, route, and log it before any human opens the record.

Fires when a custom field value is cleared on a record, alerting the agent so it can log the deletion, audit the change, or restore data from a backup source.

Fires when any custom field on a person, organization, or opportunity is updated, giving the agent a real-time signal for every meaningful data change in your Affinity workspace.

Fires whenever a field value is modified on a record, regardless of which field changed, giving the agent a broad hook for any update in your Affinity data.

Fires whenever a person, organization, or opportunity is added to any Affinity list, triggering the agent at the exact moment a record enters a new pipeline stage.

Fires whenever a new Affinity list is created in your workspace, allowing the agent to immediately configure it with default fields, permissions, or downstream connections.

Fires whenever a new deal is created in Affinity, giving the agent an immediate hook to enrich the opportunity, assign it, and kick off your intake workflow.

Fires whenever a new contact is added to Affinity, letting the agent enrich their record, add them to the right list, and initiate relationship-building immediately.