Affinity

Affinity is a customer relationship management (CRM) platform that leverages relationship intelligence to help businesses strengthen connections and drive engagement with client and prospects.

Categories: crm

Type: affinity/v1

---

Connections

Version: 1

Bearer Token

Properties

Name	Label	Type	Control Type	Description	Required
token	Token	STRING	TEXT		true

---

Actions

Create Opportunity

Name: createOpportunity

Creates a new opportunity.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Opportunity	OBJECT Properties {STRING(name)}	OBJECT_BUILDER		null

Output

Type: OBJECT

Properties

Name	Type	Control Type
body	OBJECT Properties {STRING(id), STRING(name)}	OBJECT_BUILDER

JSON Example

{
  "label" : "Create Opportunity",
  "name" : "createOpportunity",
  "parameters" : {
    "__item" : {
      "name" : ""
    }
  },
  "type" : "affinity/v1/createOpportunity"
}

Create Organization

Name: createOrganization

Creates a new organization.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Organization	OBJECT Properties {STRING(name), STRING(domain)}	OBJECT_BUILDER		null

Output

Type: OBJECT

Properties

Name	Type	Control Type
body	OBJECT Properties {STRING(id), STRING(name), STRING(domain)}	OBJECT_BUILDER

JSON Example

{
  "label" : "Create Organization",
  "name" : "createOrganization",
  "parameters" : {
    "__item" : {
      "name" : "",
      "domain" : ""
    }
  },
  "type" : "affinity/v1/createOrganization"
}

Create Person

Name: createPerson

Creates a new person.

Properties

Name	Label	Type	Control Type	Description	Required
__item	Person	OBJECT Properties {STRING(first_name), STRING(last_name), [STRING](emails)}	OBJECT_BUILDER		null

Output

Type: OBJECT

Properties

Name	Type	Control Type
body	OBJECT Properties {STRING(id), STRING(first_name), STRING(last_name), [STRING](emails)}	OBJECT_BUILDER

JSON Example

{
  "label" : "Create Person",
  "name" : "createPerson",
  "parameters" : {
    "__item" : {
      "first_name" : "",
      "last_name" : "",
      "emails" : [ "" ]
    }
  },
  "type" : "affinity/v1/createPerson"
}