Affinity

crm 20 tools available

Affinity helps private capital investors to find, manage, and close more deals

About this integration

Connect Affinity to Definable to enrich new leads, route deals by ICP, flag stalled opportunities. Personas call Affinity's 20 tools directly from chat or scheduled flows. Wire it to a sales persona to keep records clean, score in real-time, and surface what needs attention.

Connect Affinity to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 20 exposed

Plans All, incl. Free

Data Never trained on

Affinity · in workflows

What teams actually run.

Three patterns teams run with Affinity on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Enrich every new lead

│ Webhook on lead create

│ Persona enriches with public sources

└ Writes back firmographic and technographic data

Auto-route hot deals

│ Score new opportunities by intent

│ Match to the closer with the right ICP

└ Notify both in Slack

Stall detection

│ Find deals with no activity in 14 days

│ Draft a re-engagement message per persona

└ Queue for sales rep approval

20 tools available

The Affinity toolbox.

Every Affinity capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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 "Export data from Lists" permission.

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`. "Export data from Lists" permission is necessary.

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. "Export data from Lists" permission needed.

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 "Export data from Lists" permission.

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 "Export All Organizations directory" permission.

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 "Export data from Lists" permission.

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. "Export All People" permission needed.

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.

See it run

One prompt, start to finish.

A real prompt, the Affinity tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Affinity task end-to-end — plan it, execute across the API, and hand back a verified result.

affinity.get_a_company_s_list_entries Summarize company data across all lists, including list-specific fields and metadata like

affinity.get_a_company_s_lists Returns metadata for all the Lists on which the given Company appears.

affinity.get_all_companies Affinity API allows paginated access to company info and custom fields. Use `fieldIds` or · verified

done

Done. Affinity responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Affinity

Questions, answered.

What teams ask before connecting Affinity.

01 What can I automate with Affinity on Definable?

Anything Affinity exposes through its API. Common crm workflows on Definable include enrich new leads, route deals by ICP, flag stalled opportunities. Personas can call any of the 20 Affinity tools directly, then chain the result into another integration without you writing code.

02 How does Affinity authentication work?

Affinity uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

03 Is the Affinity integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 20 Affinity tools. You only need a separate Affinity subscription if Affinity itself charges per seat or per API call.

04 Is using Affinity through Definable secure?

Every call from a persona to Affinity is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

05 How do I get started with Affinity on Definable?

Sign up for Definable, open the integrations page, find Affinity, and connect via OAuth or API key. You can immediately attach Affinity to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

06 What Affinity actions does Definable expose?

Definable exposes all 20 Affinity actions as callable tools — including `Get a company s list entries`, `Get a company s lists`, `Get all companies`, plus 17 more. Each tool gets a typed parameter schema so personas know exactly how to call it.