Affinity Integration — Automate Affinity with AI on Beauto
Affinity helps private capital investors to find, manage, and close more deals
Category: crm · 20 actions available
What you can automate with Affinity
Beauto connects Affinity with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Affinity events, enrich Affinity data with AI, or sync Affinity with the rest of your stack — without writing code.
- Sync Affinity data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Affinity events and route the output anywhere
- Schedule recurring Affinity tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Affinity actions Beauto supports
- Get a company s list entries — Summarize company data across all lists, including list-specific fields and metadata like creation date and author. Access requires \
- Get a company s lists — Returns metadata for all the Lists on which the given Company appears.
- Get all companies — 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.
- Get all list entries on a list — Access and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via `fieldIds` or `fieldTypes`. \
- Get all list entries on a saved view — Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app. It doesn't maintain sort order, supports only sheet-type views, and requires export permissions.
- Get all opportunities — Pagination through Opportunities in Affinity yields basic info but excludes field data. For field data, use specified GET endpoints. \
- Get all persons — The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`. Bulk extraction needs special permissions and supports multiple parameters.
- Get a person s list entries — Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author. Requires \
- Get a person s lists — Returns metadata for all the Lists on which the given Person appears.
- Get a single company — 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 \
- Get a single opportunity — Get basic details about an Opportunity without field data via provided endpoints. Field data requires using specific list entry APIs and the \
- Get a single person — Use GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default. Request multiple fields at once. \
- Get current user — Returns metadata about the current user.
- Get metadata on all lists — Returns metadata on Lists.
- Get metadata on a single list — Returns metadata on a single List.
- Get metadata on a single list s fields — Returns metadata on the Fields available on a single List. Use the returned Field IDs to request field data from the GET `/v2/lists/{listId}/list-entries` endpoint.
- Get metadata on a single saved view — Returns metadata on a single Saved View.
- Get metadata on company fields — Returns metadata on non-list-specific Company Fields. Use the returned Field IDs to request field data from the GET `/v2/companies` and GET `/v2/companies/{id}` endpoints.
- Get metadata on person fields — Returns metadata on non-list-specific Person Fields. Use the returned Field IDs to request field data from the GET `/v2/persons` and GET `/v2/persons/{id}` endpoints.
- Get metadata on saved views — Returns metadata on the Saved Views on a List.