file_events
File Events
Triggers when a file is uploaded or deleted on an entity in Affinity.
Supported Triggers
note_events
Note Events
Triggers when a note is created, updated, or deleted in Affinity.
reminder_events
Reminder Events
Triggers when a reminder is created, updated, or deleted in Affinity.
person_events
Person Events
Triggers when a person record is created, updated, or deleted in Affinity.
list_events
List Events
Triggers when a list is created, updated, or deleted in Affinity.
field_value_events
Field Value Events
Triggers when a field value (custom data) is created, updated, or deleted on any entity in Affinity. Does not include enrichment field value updates.
list_entry_events
List Entry Events
Triggers when an entity is added to or removed from an Affinity list.
organization_events
Organization Events
Triggers when an organization record is created, updated, deleted, or merged in Affinity.
opportunity_events
Opportunity Events
Triggers when an opportunity (deal) is created, updated, or deleted in Affinity.
More integrations teams use with Affinity
Slack
Slack: connect with bot OAuth or user OAuth. Send, update, delete, and schedule messages; list and cancel scheduled messages; open DMs and group DMs; manage conversations, members, files, reactions, pins, bookmarks, reminders, user groups, and user status; search messages and files with user scopes; and retrieve user, conversation, and workspace info.
Sharepoint
Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.
Hubspot
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Salesforce
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Apolloio
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Microsoft Outlook
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
How to use Affinity on Metorial
Reconcile Affinity CRM Contacts with Apollo and Update Relationship Notes
The agent cross-references contacts in Affinity with Apollo's database to identify stale records, enrich missing data, and write updated relationship notes back to Affinity with recent interaction context.
Sync Affinity Deal Pipeline Updates to Slack and Schedule Follow-Up Meetings via Outlook
When a deal in Affinity moves to a key stage such as term sheet or due diligence, the agent posts a pipeline update to the deal team's Slack channel and schedules a follow-up meeting with the relevant contacts via Microsoft Outlook.
Track Affinity Relationship Reminders and Send Daily Digest via Slack
Each morning, the agent retrieves due and overdue relationship reminders from Affinity, groups them by owner, and sends each team member a personalized Slack digest listing which contacts or deals they need to follow up on today.
Technical notes for Affinity
Manage contacts, organizations, and deal pipelines in a relationship intelligence CRM. Create, search, update, and delete people, organizations, and opportunities. Track interactions including emails, meetings, and calls. Manage custom lists with configurable fields and field values. Query relationship strength scores between team members and external contacts. Create and manage notes, file attachments, and reminders on any entity. Access enrichment data from Affinity's proprietary database. Subscribe to webhooks for real-time notifications on record changes, list updates, and field value modifications.
Frequently asked questions
Common questions about connecting Affinity to AI agents with Metorial.
Can Metorial connect Affinity to AI agents?
Yes. Metorial connects AI agents to Affinity through a governed integration layer, so teams can use the provider while keeping access controlled and observable.Does the Affinity integration work with MCP?
Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.How does Metorial control access to Affinity?
Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.Can teams trace Affinity activity from agents?
Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.