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Affinity Zapier integrationAutomate Affinity with Zapier.

The Affinity Zapier integration gives you 6 triggers, 9 actions and 7 searches: people, organizations, opportunities, lists and notes, wired to the rest of your tools. Here is what each one does, what it costs and where it breaks.

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Overview

What the Affinity Zapier integration is for

Affinity is a relationship CRM built for private capital teams: people, organizations, opportunities, all organized in lists. Zapier links it to your other apps without code, with 22 visible operations to pick from. Six of them start a Zap, nine write to Affinity, and seven look up what is already there.

Three results come up most. A deal flow that logs itself: a founder fills in a form elsewhere, Find or Create organization makes sure the company exists once, and Add a Person, Organization, or Opportunity to a List drops it into your pipeline. A team that hears about changes: Field Value Changes watches a list and tells a channel when a status moves. A history that stays complete: Create a Note pins a call summary or an email to the right person or opportunity.

What Zapier does not do for Affinity counts as much. All 6 triggers are polling ones: on the free plan, Zapier checks every 15 minutes, never at the moment something changes. There is no delete action, for any record type. And the list actions want Affinity's own ID of the record, not a name, which usually means a search step before them, so a paid plan.

Affinity on n8n works with its own logic; the Affinity n8n integration page covers it.

Vocabulary

Zapier vocabulary in one minute

The words you will meet in the editor, explained once and then used as is.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap, like a new opportunity in Affinity. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once started: the step that creates a person, adds an entry to a list or writes a note.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan is a monthly count of those.
Polling trigger
A trigger Zapier checks on a timer: it asks the app for new items at a fixed interval and keeps only what it has not seen.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
Search step
A step that finds something already in an app, a person or an organization, so the next steps can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A search, a filter or a second action makes it one, and it then needs a paid plan.
Cost

What an Affinity Zap really costs

Three rules decide your bill, and Affinity's list actions push you onto the third one quickly.

  • Free plan100 tasks a month, unlimited Zaps
  • Steps on freeTwo: one trigger, one action
  • Premium appNo, Affinity works on the free plan
  • Instant triggersNone, all 6 are polling

The trigger never costs a task, and neither does Zapier checking Affinity, however often it looks. Each action that succeeds counts as one task; a failed one does not. In a Zap with several actions, each success is counted on its own. The free plan stops at one trigger and one action: add a search step to find an Affinity ID, or a filter, and the Zap becomes multi-step, so it needs a paid plan. Affinity is not a premium app.

Connect

Connect your Affinity account to Zapier

  1. 01

    Open Apps and add a connection

    In Zapier, go to Apps, click + Add connection, type Affinity in the dialog and pick it. You need an Affinity account, with access to the lists your Zaps will read or write.

  2. 02

    Sign in to Affinity

    Click Add connection. A tab opens on the Affinity side. Sign in with the Affinity account the Zap should work with. Lists and records that account does not own need read or write access before a Zap can touch them.

  3. 03

    Grant access and reuse it

    Grant Zapier access to the account. That is the connection: your Affinity account linked once, then reused by every Affinity step of every Zap instead of asking you again.

First Zap

Your first Affinity Zap, step by step

GoalEvery new person added in Affinity with a company email goes onto your Founders list.

  1. 01

    Create the Zap and pick the trigger

    Start a new Zap, choose Affinity, then New Person. It is a polling trigger, so on the free plan Zapier checks for new people every 15 minutes.

  2. 02

    Test the trigger

    Select your connection and run the test. Zapier brings back the three most recent people of the account, so you map the next steps on a real record, ID included.

  3. 03

    Add a filter on the email

    Add a filter that lets through only addresses that are not personal ones. Use a text rule for a text field, or the filter never passes. A filter needs a paid plan.

  4. 04

    Add New Person List Entry

    Add the Affinity action New Person List Entry, pick the target list, and map the person ID from the trigger's test record. If the ID is there, no search step is needed.

  5. 05

    Test, then publish

    Test once and check the list in Affinity. Then publish the Zap to switch it on. Only people added after that moment will be processed.

Triggers

The 6 Affinity triggers

6 events start a Zap when something happens in Affinity. Zapier checks for them at the interval your plan allows.

1

New Organization

Polling trigger

In Zapier“Triggers when a new organization is added.”

Starts the Zap each time an organization appears in Affinity, so a company your team has just added can move on to the tools around it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
every new company should also land in a research sheet or a channel where analysts claim it.
Watch out
a Zap that creates organizations from this trigger, in the same account, starts itself again.
2

Field Value Changes

Polling trigger

In Zapier“Triggers when a field value changes (addition, deletion, or update)”

Watches the fields of one list and fires when a value is added, removed or updated. It is how a status change on a deal becomes something your team hears about.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
moving an opportunity to a new stage should alert the partner in charge or update a reporting sheet.
Watch out
the list is required, so the Zap only sees changes on the one list you picked.
3

New List Entry

Polling trigger

In Zapier“Triggers when a new entry is added onto a List.”

Reacts when a person, an organization or an opportunity is added to a given list. The list is your pipeline, so this is the trigger for anything entering it.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a company entering your deal flow list should open a folder, a task or a message to the team.
Watch out
you choose one list from the drop-down; entries on other lists never start this Zap.
4

New List

Polling trigger

In Zapier“Triggers when a new list is added.”

Detects the creation of a whole new list in Affinity, not a new entry on an existing one. Useful when a list stands for a fund, an event or a project.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
each new list should come with its own space elsewhere, a shared folder or a channel, ready for the team.
Watch out
lists created before the Zap was published are never picked up.
5

New Opportunity

Polling trigger

In Zapier“Triggers when a new opportunity is added.”

Fires for each opportunity created in Affinity, so a fresh deal reaches the tools around it without anyone copying its name by hand.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
a new opportunity should be announced in the deal team's channel or logged in a tracking sheet.
Watch out
it only sees creation; a deal moving forward needs Field Value Changes instead.
6

New Person

Polling trigger

In Zapier“Triggers when a new person is added.”

Passes on every new person recorded in Affinity, so whatever the record holds can be mapped into the steps that follow.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
new contacts should be sorted onto a list or copied into your mailing tool.
Watch out
the list-entry actions want the person's Affinity ID; if the test record shows it, map it directly and the Zap stays at two steps.
Actions

The 9 Affinity actions

Affinity gives you 9 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

New Organization List Entry

Action

In Zapier“Add a organization to a list. Duplicate entries can be created.”

Adds an organization to a list using its Affinity ID, the counterpart of the person version for companies.

When to use it
companies spotted elsewhere should land in your sourcing list for review.
Watch out
the field needs the ID, which the editor helps you fetch through its search button, at the cost of an extra step and a paid plan.
2

New Opportunity List Entry

Action

In Zapier“Add an opportunity to a list. Duplicate entries can be created.”

Files an existing opportunity on a list, again by its Affinity ID rather than by its name.

When to use it
a deal created by one Zap should also appear on a second list, an investment committee list for instance.
Watch out
the opportunity must already exist; adding it twice creates two entries.
3

New Person List Entry

Action

In Zapier“Add a person to a list. Duplicate entries can be created.”

Puts one person on a list, identified by the Affinity ID of that person rather than by name or email.

When to use it
a trigger already carries the ID, such as New Person, and the person should join a specific list.
Watch out
without the ID in an earlier step, insert a search before it; duplicate entries are possible.
4

Create a Organization

Action

In Zapier“Create a new organization. Use a Search if you do not want duplicates to be created.”

Opens an organization record with the name your Zap provides; the name is the only required field.

When to use it
a company shows up in another tool, a pitch deck inbox for example, and must exist in Affinity before anything else happens.
Watch out
duplicates are allowed, so a search first is the safer pattern.
5

Add a Person, Organization, or Opportunity to a List

Action

In Zapier“Add a person, organization, or opportunity to a list. Duplicate entries can be created.”

Places any of the three record types on a list you choose from the drop-down. The most flexible way to feed a pipeline from outside.

When to use it
one Zap should file people, companies or deals on the same list depending on what arrived.
Watch out
the same record can be added twice, so a list ends up with duplicate entries if the Zap repeats.
6

Create a Note

Action

In Zapier“Create a new note on a person, organization, or opportunity.”

Writes a note on a person, an organization or an opportunity, so context from outside Affinity sits where the team looks.

When to use it
call summaries, meeting transcripts or form answers should become part of the relationship history.
Watch out
the note needs a record to attach to, which often means a search step just before.
7

Create a Opportunity

Action

In Zapier“Create a new opportunity. Use a Search if you do not want duplicates to be created.”

Creates a new opportunity in Affinity under the name you map, ready to be placed on a pipeline list.

When to use it
a qualified inbound request should become a deal the team can track from the start.
Watch out
nothing stops two opportunities with the same name; run Find an Opportunity before it if the source can repeat.
8

Create a Person

Action

In Zapier“Create a new person. Use a Search if you do not want duplicates to be created.”

Adds someone new to Affinity from a full name, which Affinity splits into first and last name on its own.

When to use it
founders or contacts arrive through a form that never touched your CRM.
Watch out
with no last name in the source, Affinity fills in PLACEHOLDER, and this action never checks for an existing person, so put Find a Person first.
9

Update an Entity

Action

In Zapier“Update the global or list fields of a person, organization, or opportunity.”

Changes the global fields, or the list fields, of a person, an organization or an opportunity that already exists.

When to use it
data that lives elsewhere, a stage in a form or a round size in a sheet, should keep the Affinity record current.
Watch out
the record must be found first, usually by one of the search steps.
Searches

The 7 Affinity searches

7 search steps look for data that already exists in Affinity, so a later step can use it.

A search step finds what already exists in Affinity and hands it to the next steps. In the editor, Affinity's searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the search does not find exactly one match.

1

Find an Organization

SearchFind or create

In Zapier“Finds an organization by name or domain.”

Looks up an organization from a search term, ideally a domain or the company name, and returns its record with the ID.

When to use it
before any list action on a company, to get the ID it needs.
Watch out
the editor also shows it as Find or Create organization; that is this same search with the create box ticked, not another operation.
2

Find a List Entry

SearchFind or create

In Zapier“Find a specific person, organization, or opportunity on a list.”

Checks whether a given person, organization or opportunity is already on a list you pick from the drop-down.

When to use it
to avoid adding a record twice before a list-entry action.
Watch out
Find or Create list entry is this search with creation switched on, so the entry gets added only when it is missing.
3

Find an Opportunity

SearchFind or create

In Zapier“Finds an opportunity by name.”

Finds an opportunity by its name and passes its record, ID included, to the steps that follow.

When to use it
a form or a sheet names a deal, and Affinity needs updating or a note attached to it.
Watch out
Find or Create opportunity is the same search with the create option, handy to avoid duplicate deals.
4

Find a Person

SearchFind or create

In Zapier“Finds a person by name or email address.”

Searches people with a term, best an email address or a full name, and returns the matching record.

When to use it
before Create a Note or Update an Entity, to reach the right person.
Watch out
Find or Create person is this search with creation ticked; prefer the email as the term, since two people can share a name.
5

Find an Organization

Search

In Zapier“Finds an organization by id”

This second organization search takes an Affinity ID instead of a name and returns the full record behind it.

When to use it
an earlier step only carried the ID, and later steps need the name or the domain.
Watch out
it shares its label with the name search, so check the description in the menu before picking.
6

Find an Opportunity

Search

In Zapier“Finds an opportunity by id”

Fetches one opportunity from its Affinity ID, without any guessing on names.

When to use it
a list trigger hands you an ID, and you need the opportunity's details for a message or a sheet.
Watch out
same label as the search by name in the editor; the one you want here takes an ID.
7

Find a Person

Search

In Zapier“Finds a person by id”

Retrieves a person directly from their Affinity ID, the most precise lookup the app offers on people.

When to use it
a list entry or a field change points to a person by ID and you need their email or name next.
Watch out
two searches carry this label; pick the one whose description mentions the ID.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps depending on it are skipped. Switched on, the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: the setting above disappears and the step asks for the fields needed to create the missing record.
  3. If multiple search results are found?
    Three ways out when several records match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When an Affinity Zap breaks

Zapier attaches no help article to Affinity and lists no limit specific to it. What breaks are the general rules of Zapier, and a CRM full of lists meets them often.

A relationship CRM is read and written by several automations at once, which is where loops and duplicates come from. Before blaming Affinity, check the four cases below. For the general method, the Zapier troubleshooting page goes through the usual checks, and the n8n vs Zapier comparison puts the two tools side by side.

  • Existing records are never processed

    A Zap only reacts to what happens after you switch it on. People and deals already in Affinity stay untouched; moving that backlog is a separate job.

  • A Zap that keeps restarting itself

    New Organization feeding Create a Organization, or a list trigger feeding a list action on the same list, sets the Zap off again and again and drains tasks.

  • A bulk import gets held back

    After a bulk import or a migration into Affinity, a trigger can return a huge batch at once. Zapier's flood protection may then hold the runs back instead of firing them all.

  • The same record never runs twice

    On a polling trigger, Zapier remembers what it has already seen. Editing a person does not make New Person fire again for them.
Need help

Need help automating Affinity with Zapier?

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FAQ

Affinity Zapier integration: common questions

01Is the Affinity Zapier integration free?
Yes, on Zapier's side. Affinity is not a premium app, so it works from the free plan, which gives 100 tasks a month and unlimited Zaps. The limit is the shape of the Zap: on free, one trigger and one action. New Person followed by New Person List Entry fits, as long as the person ID can be mapped from the trigger. As soon as you need a search step to find an ID, or a filter, the Zap becomes multi-step and needs a paid plan. Affinity's own pricing is outside the scope of this page.
02How many Zapier tasks does an Affinity Zap use?
One task per action that succeeds, and nothing for the trigger. Zapier checking Affinity for new people or opportunities costs nothing, however often it looks, and a failed action is not counted. In a Zap with several actions, each success counts separately: creating an organization, adding it to a list and writing a note is three tasks per record. A few apps and actions take more than one task, so check your usage history after the first runs on a busy list.
03Is the Affinity Zapier integration real time?
No. All 6 Affinity triggers are polling triggers: Zapier asks Affinity for new items on a timer, every 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise. The type is set by the app and cannot be changed in the editor. On paid plans, a check can also be run by hand from the editor. For a deal team, a status change can therefore take up to a full interval before anyone hears about it through the Zap.
04What do you need to connect Affinity to Zapier?
An Affinity account, with access to the lists, people and opportunities your Zaps will read or write. The connection starts from the Apps page of Zapier with + Add connection, a search for Affinity, then Add connection; you sign in on the Affinity side and grant access. Several triggers and actions also require a List chosen from a drop-down, so the lists must exist in Affinity first, and must be visible to the account you connected.
05Why do Affinity list actions ask for an ID?
Because New Person List Entry, New Organization List Entry and New Opportunity List Entry identify the record by its Affinity ID, not by a name or an email. If your trigger comes from Affinity, check its test record for that ID. If it comes from another app, add one of the find searches first, or use the search button the field offers, which inserts that step for you. Either way the Zap becomes multi-step. These actions also allow duplicate entries, so check first with Find a List Entry.
06What if the Affinity operation you need is not on Zapier?
Then work around it, because the list is fixed: 6 triggers, 9 actions and 7 searches, with no delete. Many gaps close with a combination, such as a search followed by Update an Entity, or a find-or-create search that creates the record only when it is missing. If a need still has no matching operation, check whether the other automation platforms expose it for Affinity, or keep that part inside Affinity itself rather than forcing a fragile chain of steps.
07Zapier, Make or n8n for Affinity?
Choose by criteria, not by brand. Zapier fits when your other apps are already connected to it and your scenario stays short: one trigger and one action on the free plan, or a chain with a search on a paid one. On Zapier, Affinity's 6 triggers are all polling ones, list actions want an ID, and billing counts each successful action. Compare that with the operations Make and n8n expose for Affinity and with the tool your team already runs.
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