Affinity integration

In short

Read companies, people, lists and opportunities. Connect it on the Integrations page; your app then calls Affinity through Sapilon without ever holding an Affinity credential.

Lets your app read the companies, people, opportunities and lists in your Affinity relationship CRM.

Connecting

On the Integrations page choose Connect on Affinity and fill in:

API key — Affinity → Settings → Manage Apps → Generate an API key.

Sapilon checks the key with the provider before it saves it, and stores it encrypted; it is never shown again.

What your app can do

Only these requests are available; anything else is refused.

GET /auth/whoami
GET /companies
GET /companies/*
GET /persons
GET /persons/*
GET /opportunities
GET /lists
GET /lists/*/list-entries

How the agent uses it

Use integrations.request('affinity', …); paths are relative to https://api.affinity.co/v2.

GET /companies, GET /companies/{id} — query: { fieldTypes: 'enriched' } for firmographics.
GET /persons, GET /persons/{id}; GET /opportunities.
GET /lists, GET /lists/{id}/list-entries — a pipeline list with its field values.
GET /auth/whoami.

Pages continue at pagination.nextUrl: pass its cursor in query. Read-only.

More from Affinity: https://developer.affinity.co/