Microsoft Teams

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Microsoft Sharepoint

LogicMonitor

Kazoo HR

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Lodash

LiveRamp - Icon

LiveRamp

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LeafLink

Jira

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Microsoft Outlook

Absorb

Kanban Tool

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Aeries

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Sailthru

Grafana

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Slack

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Postmates

Jive

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Miro

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Huddle

ellucian-ethos (1)

Ellucian Ethos

Fetches an array of all the global fields that exist on organizations.

Get global fields organizations

Deletes an opportunity with a specified opportunity ID.

Delete opportunity

Creates a new field value with the supplied parameters.

Create field value

Creates a new note with the supplied parameters.

Create note

Creates a new opportunity with the supplied parameters.

Create opportunity

Creates a new organization with the supplied parameters.

Create organization

Creates a new person with the supplied parameters.

Create person

Deletes an organization with a specified organization ID.

Delete organization

Deletes a person with a specified person ID.

Delete person

Download an entity file with a specified entity file ID.

Download entity file

Fetch an entity with a specified Entity file ID.

Get entity file

Fetches an array of all the global fields that exist on people and return an array of the global fields that exist on people for your team.

Get global fields persons

Returns all the list entries in the list with the supplied list ID.

Get list entries

Gets the details for a specific note given the existing note ID.

Get note

Fetches an opportunity with a specified opportunity ID.

Get opportunity

Fetches an organization with a specified organization ID.

Get organization

Fetches a person with a specified person ID.

Get person

List all entity files within your organization. The result will be an object with two fields: 'entity_files' and 'next_page_token'. You can set the value of next_page_token to be sent as the query parameter page_token in another request to retrieve the next page of results.

List entity files

Returns all fields based on the parameters provided.

List fields

List fields DDL

Returns a collection of all the lists visible to you.

List lists

List lists DDL

Returns all field values attached to a person, organization, opportunity.

List notes

Searches your team’s data and fetches all the opportunities that meet the search criteria. The search term can be a part of an opportunity’s name.

Search opportunities

Searches your team’s data and fetches all the organizations that meet the search criteria. The search term can be a part of an organization’s name or domain.

Search organizations

Searches your teams data and fetches all the persons that meet the search criteria. The search term can be part of an email address, a first name or a last name.

Search persons

Updates an existing opportunity with opportunity ID with the supplied parameters.

Update opportunity

Updates an existing organization with organization ID with the supplied parameters.

Update organization

Updates an existing person with person_id with the supplied parameters. Only attributes that need to be changed must be passed in.

Update person

Uploads files attached to the entity with the given ID. The file will display on the entity’s profile, provided that the entity is not a person internal to the user’s organization.

Upload entity files

Affinity1

Integrations

Easily integrate Affinity

Affinity2

Automation

Limitless Affinity automation

Affinity3

Use cases

In-depth Affinity automations

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

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Sales

Affinity - Icon

Affinity

Contact Management

List task list tasks

Delete a project from your TeamWork account.

Delete project

Adds a file to a project in your Teamwork account.

Upload file to project (incomplete)

NOTE: made private as this operation is buggy. Use the "Add & remove people from project" operation instead.

Add a person to a particular project in Teamwork.

Add person to project

Add or remove one or more people from a particular project in Teamwork.

Add & remove people from project

Copies a file, creating a new file tied to a specific project.

Copy file to a project

Copy notebook to another project

Create link

Create notebook

Create a project in your Teamwork account.

Create project

Create a task in a task list in your Teamwork account.

Create task

Create a task list for a project in Teamwork.

Create task list

Edit a task in a task list in your Teamwork account.

Edit task

Get file

Get link

Get a single message from a project in your Teamwork account.

Get message

Get message reply

Get notebook

Get a person from your TeamWork account, using their unique ID.

Get project

List project people

Get a task from Teamwork using it's unique ID.

Get task

Get a task list from your Teamwork account.

Get task list

Get a list of the most recent messages for a project.

List archived project messages

List message replies

List notebooks on a project

Get a list of people in your Teamwork account.

List people

List people (ddl)

List project categories (lookup)

List project files

List project links

Get a list of tasks in a particular Teamwork project.

List project tasks

Get a list of tasks in your TeamWork account.

List tasks

List recent project messages

Get a list of the projects in your Teamwork account.

List projects

List project task lists

Update a project in your Teamwork account.

Update project

Update a user's permissions for a project in Teamwork.

Update user's project permissions

Upload pending file (incomplete)

Delete a comment from your TeamWork account.

Delete comment

Get a list of comments in your TeamWork account.

List comments

Get comment

Get a list of recent comments in your TeamWork account.

List recent comments

Create a comment in your Teamwork account.

Create comment

Update a comment in your Teamwork account.

Update comment

Mark comment as read

Remove project owner for a project in your TeamWork account.

Remove project owner

Set project owner for a project in your TeamWork account. If the project is inside a portfolio board, you will also recieve the column and the card that project is associated with.

Affinity and Teamwork integration + automation

Popular Affinity and Teamwork integrations

Affinity and Teamwork Connector Details

Affinity

Teamwork

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