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Beyond-Bot.ai + affinity
Affinity helps private capital investors to find, manage, and close more deals
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to affinity.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in affinity.
Trigger Workflows
Start automated workflows in affinity based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within affinity.
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.
Get A Company S Lists
Returns metadata for all the lists on which the given company appears.
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.
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.
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.
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.
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.
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.
Get A Person S Lists
Returns metadata for all the lists on which the given person appears.
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.
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.
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.
Get Current User
Returns metadata about the current user.
Get Metadata On All Lists
Returns metadata on lists.
Get Metadata On A Single List
Returns metadata on a single list.
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.
Get Metadata On A Single Saved View
Returns metadata on a single saved view.
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.
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.
Get Metadata On Saved Views
Returns metadata on the saved views on a list.