Affinity

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. Resolve entity IDs from directory reads; use IDs for entry-level and note operations.
• Lists group rows; each row is an entry on that list. Saved views filter entries without duplicating underlying companies or people.
• 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.
• Stable resource handles for read-by-id flows look like affinity:company:{id} or affinity:person:{id}; narrow payloads with field_ids or field_types when you do not need every column.

Gotchas

• v2 API: Every path is /v2. Read-by-id operations accept selective field projections—use them to keep responses small.
• Batch entry updates: Multiple field mutations can be applied in a single round trip when the API allows it.
• Interaction data: Emails, meetings, calls appear as relationship-intelligence fields on entities, not standalone endpoints.