Affinity

crm

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


What AI Employees can do with Affinity

Example tasks your workforce can handle once Affinity is connected.

Summarize recent activity in Affinity for your team

Create and update records in Affinity from email or chat context

Trigger follow-up work when something changes in customer relationships

Route exceptions to the right person with full context attached

Capabilities

Toolkits, triggers, and actions available to your AI Employees through Affinity.

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

Get a single opportunity

Get a single person

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 current user

Get metadata on a single list

Get metadata on a single list s fields

Get metadata on a single saved view

Get metadata on all lists

Get metadata on company fields

Get metadata on person fields

Get metadata on saved views

Frequently asked questions

Common questions about connecting Affinity to your Odella AI workforce.

How do Odella AI employees connect to third-party apps?

After you hire an AI Employee, connect the integration from their settings in a few clicks. Odella handles authentication securely so your worker can read, write, and act on data in the tools your team already uses.

Is my data secure when Odella connects to external tools?

Odella uses secure OAuth and credential storage for every integration. You control which tools each AI Employee can access, and sensitive actions can require your approval before they run.

How do triggers work with Odella AI Employees?

Where supported, triggers start work automatically when something happens in a connected app — like a new email, ticket, or record. Your AI Employee picks up the task and follows the workflow you trained them on.

Does Odella replace my existing software?

No. Odella works alongside the tools you already pay for. AI Employees operate inside Gmail, Slack, Salesforce, and the rest of your stack — they do not replace those systems.

How quickly can I connect Affinity to an Odella AI Employee?

Most teams connect Affinity in a few minutes through Odella's native integration flow. Choose the AI Employee who needs access, authenticate securely, and define which actions they can perform.

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