crm · 0 triggers · 20 actions
Affinity helps private capital investors to find, manage, and close more deals Add Affinity to your Stream Deck workflows with guided setup for the connection details it needs.
Add Affinity to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Affinity.
Affinity API allows paginated access to company info and custom fields. Use fieldIds or fieldTypes to specify data in a request. Retrieve field IDs/Types via GET /v2/companies/fields. Export permission needed.
Summarize company data across all lists, including list-specific fields and metadata like creation date and author. Access requires "Export data from Lists" permission.
Returns metadata for all the Lists on which the given Company appears.
Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author. Requires "Export data from Lists" permission.
Returns metadata for all the Lists on which the given Person appears.
Retrieve basic company info and specific field data by using fieldIds or fieldTypes parameters. Multiple fields can be queried. No field data if parameters aren't specified. Requires "Export All Organizations directory" permission.
Get basic details about an Opportunity without field data via provided endpoints. Field data requires using specific list entry APIs and the "Export data from Lists" permission.
Use GET /v2/persons/fields with fieldIds or fieldTypes for detailed data; basic info by default. Request multiple fields at once. "Export All People" permission needed.
Affinity helps private capital investors to find, manage, and close more deals
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Affinity. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add an Affinity action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
Sign up for free and start building Affinity workflows in minutes.