Affinity connector for Okou
Connect Affinity CRM to search relationship intelligence, inspect companies and people, work with lists and notes, and manage reminders and CRM field data.
Sales & operations · API Key
Use Affinity in Okou
Use the Affinity CRM API v2 to search and inspect companies, people, opportunities, lists, relationship intelligence, interactions, notes, reminders, transcripts, and field history; update CRM fields; create notes and reminders; or perform explicitly confirmed merge and deletion actions.
Once connected, supported Affinity actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Affinity
- Read the authenticated user, organization, grant type, and granted Affinity API scopes.
- Read call metadata and participants visible to the authenticated Affinity user.
- List, search, and inspect companies, their fields, list membership, notes, and relationship intelligence.
- List, search, and inspect people, their fields, list membership, notes, and relationship intelligence.
- List and inspect opportunities and read notes associated with an opportunity.
- List and inspect Affinity lists, fields, dropdown options, entries, saved views, and field history, including side-effect-free search requests.
- List, search, and inspect notes, replies, and directly attached companies, people, and opportunities.
- List reminders visible to the authenticated Affinity user.
How the Affinity connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Affinity
Choose API Key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Affinity securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Affinity connector questions
- What can Okou do with Affinity?
- Connect Affinity CRM to search relationship intelligence, inspect companies and people, work with lists and notes, and manage reminders and CRM field data. Documented actions include: Read the authenticated user, organization, grant type, and granted Affinity API scopes. Read call metadata and participants visible to the authenticated Affinity user.
- How do I connect Affinity to Okou?
- Connect Affinity using API Key. The connection controls which supported actions a workflow can use.
- Can Affinity run in an automated workflow?
- Yes. After it is connected, supported Affinity actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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