Affinity

Affinity is a relationship intelligence CRM for deal flow and relationship management. Track companies, persons, opportunities, and interactions (emails, meetings, calls).

Data Model

• Companies, Persons, Opportunities are core entities. List to get IDs; use IDs for entry-level and note operations.
• Lists group entries; List Entries are rows. Saved views filter list entries. View entries return filtered rows.
• Notes attach to companies, persons, or opportunities. Chats are conversation threads.
• Fields define schema for companies, persons, and lists. Custom fields vary by workspace.
• Dashboards (activity hub, pipeline health, CRM quality, dealflow funnel/geography/industry) return pre-built analytics.
• Universal fetch supports ids like affinity:company:{id} or affinity:person:{id}; use field_ids or field_types for selective field loading.

Gotchas

• v2 API: All endpoints use v2. Fetch supports field_ids and field_types for flexible field selection.
• List entry updates: Batch update supports multiple field changes in one call.
• Interaction data: Emails, meetings, calls appear as relationship-intelligence fields on entities, not standalone endpoints.