Affinity for your voice agent

Affinity is a relationship intelligence CRM that helps private capital investors find, manage, and close more deals. It streamlines deal flow and surfaces key connections to help you win opportunities.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Growth and Scale, from A$199 a month. CRM connectors start on Growth.
How it connects
With an API key. You create a key in Affinity and paste it on a secure page in Connected apps.
What it reads
20 actions, such as get a company s list entries, get a company s lists and get all companies.
What it changes
Nothing: its actions only read.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 20. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Affinity actions

Reads 20

  • Get a company s list entries
  • Get a company s lists
  • Get all companies
  • Get all list entries on a list
  • Get all list entries on a saved view
  • Get all opportunities
  • Get all persons
  • Get a person s list entries
  • Get a person s lists
  • Get a single company
  • Get a single opportunity
  • Get a single person
  • Get current user
  • Get metadata on all lists
  • Get metadata on a single list
  • Get metadata on a single list s fields
  • Get metadata on a single saved view
  • Get metadata on company fields
  • Get metadata on person fields
  • Get metadata on saved views

Affinity setup

  1. Pasting a Affinity API key

    Create an API key in Affinity, choose Affinity in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 20 actions the agent may use. Start with lookups and add the ones that change Affinity when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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