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    Affinity

    affinity

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

    CRMWeb del proveedor
    Acciones
    20
    Triggers
    0
    Autenticación
    —
    OAuth gestionado
    No
    Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

    Acciones disponibles (20)

    Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

    Get a company s list entriesAFFINITY_GET_A_COMPANY_S_LIST_ENTRIESAcción

    Summarize company data across all lists, including list-specific fields and metadata like creation date and author. access requires "export data from lists" permission.

    Parámetros de entrada

    • idintegerObligatorio

      Company ID

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get a company s listsAFFINITY_GET_A_COMPANY_S_LISTSAcción

    Returns metadata for all the lists on which the given company appears.

    Parámetros de entrada

    • idintegerObligatorio

      Company ID

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get all companiesAFFINITY_GET_ALL_COMPANIESAcción

    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.

    Parámetros de entrada

    • idsinteger[]

      Company IDs

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    • fieldIdsstring[]

      Field IDs for which to return field data

    • fieldTypesstring[]

      Field Types for which to return field data

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get all list entries on a listAFFINITY_GET_ALL_LIST_ENTRIES_ON_A_LISTAcción

    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.

    Parámetros de entrada

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    • listIdintegerObligatorio

      List ID

    • fieldIdsstring[]

      Field IDs for which to return field data

    • fieldTypesstring[]

      Field Types for which to return field data

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get all list entries on a saved viewAFFINITY_GET_ALL_LIST_ENTRIES_ON_A_SAVED_VIEWAcción

    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.

    Parámetros de entrada

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    • listIdintegerObligatorio

      List ID

    • viewIdintegerObligatorio

      Saved view ID

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get all opportunitiesAFFINITY_GET_ALL_OPPORTUNITIESAcción

    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.

    Parámetros de entrada

    • idsinteger[]

      Opportunity IDs

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get all personsAFFINITY_GET_ALL_PERSONSAcción

    The affinity api offers paginated access to person data using `fieldids` or `fieldtypes`. bulk extraction needs special permissions and supports multiple parameters.

    Parámetros de entrada

    • idsinteger[]

      People IDs

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    • fieldIdsstring[]

      Field IDs for which to return field data

    • fieldTypesstring[]

      Field Types for which to return field data

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get a person s list entriesAFFINITY_GET_A_PERSON_S_LIST_ENTRIESAcción

    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.

    Parámetros de entrada

    • idintegerObligatorio

      Persons ID

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get a person s listsAFFINITY_GET_A_PERSON_S_LISTSAcción

    Returns metadata for all the lists on which the given person appears.

    Parámetros de entrada

    • idintegerObligatorio

      Persons ID

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get a single companyAFFINITY_GET_A_SINGLE_COMPANYAcción

    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.

    Parámetros de entrada

    • idintegerObligatorio

      Company ID

    • fieldIdsstring[]

      Field IDs for which to return field data

    • fieldTypesstring[]

      Field Types for which to return field data

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get a single opportunityAFFINITY_GET_A_SINGLE_OPPORTUNITYAcción

    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.

    Parámetros de entrada

    • idintegerObligatorio

      Opportunity ID

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get a single personAFFINITY_GET_A_SINGLE_PERSONAcción

    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.

    Parámetros de entrada

    • idintegerObligatorio

      Person ID

    • fieldIdsstring[]

      Field IDs for which to return field data

    • fieldTypesstring[]

      Field Types for which to return field data

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get current userAFFINITY_GET_CURRENT_USERAcción

    Returns metadata about the current user.

    Parámetros de entrada

    Sin parámetros.

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get metadata on all listsAFFINITY_GET_METADATA_ON_ALL_LISTSAcción

    Returns metadata on lists.

    Parámetros de entrada

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get metadata on a single listAFFINITY_GET_METADATA_ON_A_SINGLE_LISTAcción

    Returns metadata on a single list.

    Parámetros de entrada

    • listIdintegerObligatorio

      List ID

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get metadata on a single list s fieldsAFFINITY_GET_METADATA_ON_A_SINGLE_LIST_S_FIELDSAcción

    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.

    Parámetros de entrada

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    • listIdintegerObligatorio

      List ID

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get metadata on a single saved viewAFFINITY_GET_METADATA_ON_A_SINGLE_SAVED_VIEWAcción

    Returns metadata on a single saved view.

    Parámetros de entrada

    • listIdintegerObligatorio

      List ID

    • viewIdintegerObligatorio

      Saved view ID

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get metadata on company fieldsAFFINITY_GET_METADATA_ON_COMPANY_FIELDSAcción

    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.

    Parámetros de entrada

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get metadata on person fieldsAFFINITY_GET_METADATA_ON_PERSON_FIELDSAcción

    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.

    Parámetros de entrada

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not

    Get metadata on saved viewsAFFINITY_GET_METADATA_ON_SAVED_VIEWSAcción

    Returns metadata on the saved views on a list.

    Parámetros de entrada

    • limitinteger

      Number of items to include in the page

    • cursorstring

      Cursor for the next or previous page

    • listIdintegerObligatorio

      List ID

    Parámetros de salida

    • dataobjectObligatorio
    • errorstring

      Error if any occurred during the execution of the action

    • successfulbooleanObligatorio

      Whether or not the action execution was successful or not