Affinity

Leverage Your Relationship Intelligence with Assista and Affinity

Connecting your Affinity account to Assista unlocks the valuable data within your relationship intelligence platform and puts it to work across all your tools. Free yourself from the repetitive tasks of manually exporting lists and reporting on your pipeline.

For consultants, founders, and teams who rely on Affinity to manage their network, Assista acts as your data bridge, automatically pulling contact, company, and opportunity information to power your marketing campaigns, create reports, and sync your workflows, all with simple, natural language commands.

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Key Actions

These are the core actions Assista can perform with your Affinity account, giving you the building blocks to create powerful automations. With a total of 20 actions available, you can access all your critical relationship data.

• Get All Persons: Retrieve a complete list of all person records in your Affinity account.
• Get All Companies: Fetch a complete list of all company records in your Affinity account.
• Get All Opportunities: Pull a list of all opportunities to track your deal pipeline.
• Get List Entries: Retrieve all the entries (persons or companies) from a specific, curated list in Affinity.
• Get a Single Person/Company: Fetch all available data for a single person or company record.

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Begin using Affinity templates today to unlock more from your business tools and reduce manual effort!