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Integrate Affinity with your AI CRM

Affinity helps private capital investors to find, manage, and close more deals

Explore Triggers and Actions

Get a company s list entries

Summarize company data across all lists, including list-specific fields and metadata like creation date and author. Access requires "Export data from Lists" permission.

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Get a company s lists

Returns metadata for all the Lists on which the given Company appears.

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Get a person s list entries

Summary: Browse rows for a Person in all Lists, showing field data and entry metadata like creation time and author. Requires "Export data from Lists" permission.

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Get a person s lists

Returns metadata for all the Lists on which the given Person appears.

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Get a single company

Retrieve basic company info and specific field data by using `fieldIds` or `fieldTypes` parameters. Multiple fields can be queried. No field data if parameters aren't specified. Requires "Export All Organizations directory" permission.

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Get a single opportunity

Get basic details about an Opportunity without field data via provided endpoints. Field data requires using specific list entry APIs and the "Export data from Lists" permission.

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Get a single person

Use GET `/v2/persons/fields` with `fieldIds` or `fieldTypes` for detailed data; basic info by default. Request multiple fields at once. "Export All People" permission needed.

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Get all companies

Affinity API allows paginated access to company info and custom fields. Use `fieldIds` or `fieldTypes` to specify data in a request. Retrieve field IDs/Types via GET `/v2/companies/fields`. Export permission needed.

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Get all list entries on a list

Access and export essential data and metadata for Companies, Persons, or Opportunities from a List, specifying data via `fieldIds` or `fieldTypes`. "Export data from Lists" permission is necessary.

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Get all list entries on a saved view

Use the endpoint to access rows in a Saved View with specific filters and selected fields from a web app. It doesn't maintain sort order, supports only sheet-type views, and requires export permissions.

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Get all opportunities

Pagination through Opportunities in Affinity yields basic info but excludes field data. For field data, use specified GET endpoints. "Export data from Lists" permission needed.

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Get all persons

The Affinity API offers paginated access to Person data using `fieldIds` or `fieldTypes`. Bulk extraction needs special permissions and supports multiple parameters.

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Get current user

Returns metadata about the current user.

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Get metadata on a single list

Returns metadata on a single List.

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Get metadata on a single list s fields

Returns metadata on the Fields available on a single List. Use the returned Field IDs to request field data from the GET `/v2/lists/{listId}/list-entries` endpoint.

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Get metadata on a single saved view

Returns metadata on a single Saved View.

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Get metadata on all lists

Returns metadata on Lists.

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Get metadata on company fields

Returns metadata on non-list-specific Company Fields. Use the returned Field IDs to request field data from the GET `/v2/companies` and GET `/v2/companies/{id}` endpoints.

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Get metadata on person fields

Returns metadata on non-list-specific Person Fields. Use the returned Field IDs to request field data from the GET `/v2/persons` and GET `/v2/persons/{id}` endpoints.

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Get metadata on saved views

Returns metadata on the Saved Views on a List.

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How the Affinity integration works

The Affinity integration connects your Dench AI CRM directly to Affinity, so agents can read and act on your Affinity data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

20 actions are available for agents to invoke on your behalf. Every call runs through Affinity's own authorization, scoped to the account you connect.

Set up Affinity in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Affinity and click Connect — you'll authorize access through Affinity's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Affinity in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Affinity integration work with Dench?

The Dench Affinity integration connects your AI CRM to Affinity, so AI agents can work with your Affinity data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Affinity via Dench?

The Affinity integration currently exposes 20 actions, including Get a company s list entries, Get a company s lists, Get a person s list entries, Get a person s lists, Get a single company, and Get a single opportunity. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Affinity to Dench?

No. You connect Affinity from your Dench workspace using Affinity's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Affinity integration secure?

Connections are authorized through Affinity's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Affinity connection from your workspace settings at any time.