People, lists and relationship data from the Affinity CRM API.
Explore 84 workflow actions for Affinity, including account permissions and operation limits.
40 read actions44 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add entity to list
Write
Add an existing person or organization to a list.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Duplicate entities can have multiple entries. This operation does not deduplicate. Opportunities require the opportunity creation endpoint. Lost receipts require review before repeating.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Collect entity files
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect interactions
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Use ISO 8601 times in ascending order, spanning no more than one year. Affinity enforces the time window and external-person membership. Direction applies only to chat messages or email.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect list entries
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect one time reminders
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect opportunities
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect organizations
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
A term-only search can include global organizations outside your Affinity instance. withInteractionDates limits results to organizations with interactions.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect persons
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
withInteractionDates excludes people with no interactions. Interaction-person details and date filters require interaction dates.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect recurring reminders
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Collect reminders
Read
Read consecutive Affinity pages with bounded output and an explicit continuation token.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Reads at most maxPages per call. Continue with nextPageToken when complete is false. Only opaque tokens go to the fixed API endpoint. Invalid or repeated tokens fail. Results are bounded below 2 MB and are not snapshots.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Create date field value
Write
Add a field value for an entity using a date value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create global field
Write
Create a global field for people or organizations.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Existing field definitions cannot be edited through the documented API. Configure dropdown options and other editing through the Affinity web product.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create HTML note
Write
Create a note linked to entities, or a reply to an existing parent note.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A reply parent must be a root note. Choose a parent or entity relationships; Affinity would ignore entity IDs supplied with a parent. The selected creator must have Affinity access. HTML support and conversion are controlled by Affinity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create list-specific field
Write
Create a field on a specified list.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Existing field definitions cannot be edited through the documented API. Configure dropdown options and other editing through the Affinity web product.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create location field value
Write
Add a field value for an entity using a location value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create number field value
Write
Add a field value for an entity using a number value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create one-time reminder
Write
Create a one-time reminder assigned to an internal Affinity person.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
At most one person, organization or opportunity can be tagged. The authenticated API user is the creator.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create opportunity
Write
Create an opportunity in a specified opportunity list.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Affinity requires a list of type opportunity. Relationship IDs may be absent from the creation response.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create opportunity list
Write
Create an Affinity list for opportunity records with explicit account-wide visibility.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create organization
Write
Create an organization with an optional domain and linked people.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The domain helps Affinity associate people automatically. Creating an organization does not add it to a list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create organization list
Write
Create an Affinity list for organization records with explicit account-wide visibility.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create person
Write
Create a person with names and an explicit email list.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
An empty email list is allowed. Conflicting existing emails are rejected by Affinity. This does not add the person to a list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create person list
Write
Create an Affinity list for person records with explicit account-wide visibility.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create plain text note
Write
Create a note linked to entities, or a reply to an existing parent note.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
A reply parent must be a root note. Choose a parent or entity relationships; Affinity would ignore entity IDs supplied with a parent. The selected creator must have Affinity access. HTML support and conversion are controlled by Affinity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create recurring reminder
Write
Create a recurring reminder assigned to an internal Affinity person.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
At most one person, organization or opportunity can be tagged. The authenticated API user is the creator.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create reference field value
Write
Add a field value for an entity using a reference value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create text field value
Write
Add a field value for an entity using a text value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete field
Write
Delete a field definition by its field ID.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete field value
Write
Delete one field value using its value ID, not the field definition ID.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete interaction
Write
Delete a logged interaction by both its ID and type.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete list entry
Write
Delete an entry and its list-specific field values.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Deleting an opportunity list entry also deletes its associated opportunity. Requires explicit selection of both list and entry.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete note
Write
Delete a note owned by the authenticated Affinity user.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Affinity requires the authenticated user to be the note creator.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete opportunity
Write
Delete an opportunity and all its associated field values.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete organization
Write
Delete an organization and its associated global and list-specific field values.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Affinity refuses deletion of global organizations.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete person
Write
Delete a person and all associated global and list-specific field values.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete reminder
Write
Delete a specified reminder from Affinity.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Download entity file
Read
Download an Affinity file into the workflow signed file store.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Downloads up to 16 MB through at most five public HTTPS redirects. API credentials are removed when leaving Affinity. File metadata and byte size must agree before storage.
Get authenticated identity
Read
Read the user, Affinity tenant and grant associated with this API key.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get entity file metadata
Read
Read the name, size and associated entity for a file.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get interaction
Read
Read an interaction by both its ID and type.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get list
Read
Read one list and its field definitions.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get list entry
Read
Read an entry within a specific list.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get note
Read
Read a note, its content and associated entities.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get opportunity
Read
Read an opportunity and its list and entity relationships.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get organization
Read
Read an organization and its linked people, lists and optional interactions.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get organization rate limit
Read
Read monthly account usage and reset information.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get person
Read
Read one person and optional relationship details.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get reminder
Read
Read one reminder with its owner, schedule and completion state.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Get user rate limit
Read
Read per-minute API key usage and reset information.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
List accessible lists
Read
Read the lists visible to the authenticated Affinity user.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
List entity files
Read
Read a page of file metadata with optional entity filters.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List entries on a list
Read
Read a bounded page of entries, including their associated entities.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List field value changes
Read
Read a bounded field history, optionally filtered to one entity.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
One bounded history result, not an exhaustive collection. Use forward history pages for keyset continuation. High-volume unfiltered fields may time out.
List field values
Read
Read field values belonging to exactly one person, organization, opportunity or list entry.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
List fields
Read
Read field definitions by list, entity and value type.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The API excludes Crunchbase fields. Field editing is available through the Affinity web product.
List global organization fields
Read
Read global field definitions for organizations.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
List global person fields
Read
Read global field definitions for people.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
List interactions
Read
Read a page of interactions for one external person, organization or opportunity.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Use ISO 8601 times in ascending order, spanning no more than one year. Affinity enforces the time window and external-person membership. Direction applies only to chat messages or email.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List notes
Read
Read notes filtered by associated entity or creator.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns the documented note array, without certifying an exhaustive collection. The vendor documents page inputs but does not show a response continuation envelope.
List one-time reminders
Read
Read a page of one-time reminders with explicit schedule filtering.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List recurring reminders
Read
Read a page of recurring reminders with explicit schedule filtering.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
List relationship strengths
Read
Read relationship strength between an external person and one or all internal people.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Results are not sorted. An unavailable relationship may produce an empty list.
List reminders
Read
Read a page of reminders of any type with optional ownership, entity, status and due-date filters.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Log call interaction
Write
Record an interaction in Affinity without sending a message or starting a call.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
This logs existing interaction data. Affinity does not support creating email interactions through this endpoint.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Log chat message interaction
Write
Record an interaction in Affinity without sending a message or starting a call.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
This logs existing interaction data. Affinity does not support creating email interactions through this endpoint.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Log meeting interaction
Write
Record an interaction in Affinity without sending a message or starting a call.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
This logs existing interaction data. Affinity does not support creating email interactions through this endpoint.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read forward field history page
Read
Read field changes in ascending order with exact timestamp and ID continuation.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Continue using both changed_at and id of the last returned record. Preserve the full timestamp precision. An empty response ends traversal; a short page alone does not.
Search opportunities
Read
Search a bounded page of opportunities by name.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Search organizations
Read
Search organizations by name or domain and optional interaction filters.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
A term-only search can include global organizations outside your Affinity instance. withInteractionDates limits results to organizations with interactions.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Search persons
Read
Search a bounded page of people by name or email and optional interaction filters.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Returns one page and next_page_token. Keep all filters and pageSize unchanged when following a token. A token can lead to an empty final page.
withInteractionDates excludes people with no interactions. Interaction-person details and date filters require interaction dates.
Pagination: cursor. Check the result for additional pages; a single action may not return every record.
Set one-time reminder schedule
Write
Set an existing reminder to one-time with its required schedule fields.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set recurring reminder schedule
Write
Set an existing reminder to recurring with its required schedule fields.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update date field value
Write
Replace one existing field value by its value ID using a date value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update interaction
Write
Replace interaction participants and optionally update logged content or time.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Provider permissions govern which logged interactions can be updated. Affinity rejects content updates that contain mentioned IDs. Supply all participants that should remain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update location field value
Write
Replace one existing field value by its value ID using a location value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update note content
Write
Replace the content of an existing note while keeping its type.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Affinity rejects edits to notes containing mentions or associated with email. The existing note format cannot change.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update number field value
Write
Replace one existing field value by its value ID using a number value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update opportunity
Write
Change opportunity details. Supplied person and organization ID lists replace their current values.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Include existing relationship IDs that should remain. Empty arrays clear those associations.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update organization
Write
Update an organization. Supplied person IDs replace the current relationship list.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Include existing person IDs that should remain. An empty array clears the supplied relationship list.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update person
Write
Change selected person attributes. Supplied email and organization lists replace their current values.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Include existing emails or organization IDs that should remain when replacing either list. Empty arrays clear those associations.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update reference field value
Write
Replace one existing field value by its value ID using a reference value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update reminder details
Write
Change the owner, content or completion state while preserving its schedule.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update text field value
Write
Replace one existing field value by its value ID using a text value.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
The selected field must support this value type. Affinity enforces the field definition and permissions. For list-specific fields include the list-entry ID when creating a value. Opportunities cannot have global field values. Updating requires the field-value ID, not the field-definition ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upload entity files
Write
Upload signed workflow files to one Affinity person, organization or opportunity.
Permissions and limits
Account permissions
Depends on the connected account and selected operation. Check the service documentation.
Operation limits
Uploads one to ten signed files, with a combined limit of 16 MB. Files attached to internal people do not appear on their profiles. Provider limits still apply. A lost or incomplete receipt requires review before another upload.
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Affinity. A saved workflow is not a completed provider action.
