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	Description	Required
token	Token	STRING		true

Actions

Create Opportunity

Name: createOpportunity

Creates a new opportunity.

Properties

Name	Label	Type	Description	Required
name	Name	STRING	The name of the opportunity.	true

Example JSON Structure

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

Properties

Name	Type	Description
id	STRING	The ID of the newly created opportunity.
name	STRING	The name of the newly created opportunity.

Output Example

{
  "id" : "",
  "name" : ""
}

Create Organization

Name: createOrganization

Creates a new organization.

Properties

Name	Label	Type	Description	Required
name	Name	STRING	The name of the organization.	true
domain	Domain	STRING	The domain name of the organization.	false

Example JSON Structure

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

Properties

Name	Type	Description
id	STRING	The ID of the organization.
name	STRING	The name of the organization.
domain	STRING	The domain name of the organization.

Output Example

{
  "id" : "",
  "name" : "",
  "domain" : ""
}

Create Person

Name: createPerson

Creates a new person.

Properties

Name	Label	Type	Description	Required
first_name	First Name	STRING	The first name of the person.	true
last_name	Last Name	STRING	The last name of the person.	true
emails	Emails	ARRAY Items [STRING]	The email addresses of the person.	false

Example JSON Structure

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

Properties

Name	Type	Description
id	STRING	The ID of the person.
first_name	STRING	The first name of the person.
last_name	STRING	The last name of the person.
emails	ARRAY Items [STRING]	The email addresses of the person.

Output Example

{
  "id" : "",
  "first_name" : "",
  "last_name" : "",
  "emails" : [ "" ]
}

What to do if your action is not listed here?

If this component doesn't have the action you need, you can use Custom Action to create your own. Custom Actions empower you to define HTTP requests tailored to your specific requirements, allowing for greater flexibility in integrating with external services or APIs.

To create a Custom Action, simply specify the desired HTTP method, path, and any necessary parameters. This way, you can extend the functionality of your component beyond the predefined actions, ensuring that you can meet all your integration needs effectively.

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