ceven

Affinity

Syncs private equity deal flow into your operational tools, automates investor reporting from list data, and maps relationship intelligence to your outreach sequences.

Try Affinity in Ceven

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Standard

Why use Ceven?

  1. AI native Affinity integration

    • Describe the outcome and Ceven picks the right Affinity calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Affinity data, across all 20 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Affinity access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Affinity, when, and on whose behalf.
    • The agent pauses and asks when Affinity is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Affinity.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Affinity action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Affinity, and when to use it.

Get company list entries
Pull all list specific fields and metadata for a company across every list it belongs to.
Get company lists
Retrieve a list of every list that contains a specific company.
List all companies
Pull a paginated list of all companies using specific field IDs to get custom data.
Get list entries
Export all companies, persons, or opportunities from a specific list using field types.
Get saved view entries
Pull rows from a saved view based on existing filters defined in the web app.
List all opportunities
Retrieve basic information for all opportunities in the system.
List all persons
Pull paginated person data using specific field IDs for custom attributes.
Get person list entries
Browse rows for a person across all lists including creation time and author.
Get person lists
Retrieve metadata for every list that contains a specific person.
Get single company
Retrieve basic info and specific custom fields for one company by ID.
Get single opportunity
Pull basic details for one specific opportunity.
Get single person
Retrieve detailed data for one person using specific field IDs.
Get list metadata
Pull the configuration and details of a single list.
Get list fields
Retrieve the available field IDs for a specific list to use in data requests.
Get company fields
Pull metadata for all non list specific company fields.
Get person fields
Pull metadata for all non list specific person fields.
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.

30 actions · scroll to see them all

Frequently asked questions

Ceven operates based on the API permissions assigned to the connected user account. Certain actions, such as exporting data from lists or accessing detailed person records, require specific permissions like export data from lists or export all people to be enabled in the Affinity admin settings. If the agent attempts to call an endpoint and receives a permission error, it will notify you exactly which permission is missing. You can then update the user role in the Affinity dashboard to grant the necessary access. This ensures that the agent can never access data that the human user is not already authorized to see within the CRM interface.
Ceven can read and analyze custom fields across companies, persons, and opportunities. To pull this data, the agent first calls the metadata endpoints to find the exact field IDs for your specific instance, as custom field IDs vary between accounts. Once the agent has the IDs, it can pull the values for those fields in any list or company request. This allows you to build workflows that trigger based on specific internal ratings or deal stages that you have defined in your own Affinity environment without needing to write any code or manual mapping.
The most efficient method is to create a saved view within the Affinity web app using their visual filter builder. Once the view is saved, Ceven can use the Get saved view entries action to pull only the rows that match those criteria. This is significantly faster and more reliable than pulling all companies and filtering them within the workflow layer. It also means that if you update the filters in the Affinity UI, the Ceven workflow automatically reflects those changes the next time it runs without requiring any updates to the agent configuration.
Yes, Affinity employs a strict rate limiting system to ensure platform stability. If a workflow attempts to pull thousands of records in a very short window, you may encounter rate limit errors. Ceven manages this by implementing automatic retries with exponential backoff, but for extremely large datasets, we recommend using the paginated list endpoints over a longer period. Additionally, be aware that some data points, like certain relationship intelligence metrics, are only available via specific endpoints and may not appear in general list exports, requiring the agent to make secondary calls for detail.
Affinity uses pagination for almost all list and company endpoints to prevent timeouts. When you ask Ceven to pull all companies or all persons, the agent automatically handles the cursor and pagination logic. It will make sequential calls to the API, collecting the results and aggregating them into a single context window for the model. If the dataset is too large for a single prompt, the agent will summarize the data in chunks or store it in a temporary table to ensure no records are missed during the extraction process.
Ceven can simulate real time monitoring by polling saved views or lists at set intervals. For example, you can set a workflow to check a specific saved view every hour for new entries. When the agent detects a new company ID that was not present in the previous run, it can trigger a series of downstream actions like sending a Slack alert or creating a task in your project management tool. This creates a reactive system that keeps your team updated on deal flow without requiring manual checks of the CRM.
Yes, Ceven can pull basic opportunity details and link them back to the associated companies and persons. While the basic opportunity endpoint provides high level info, the agent uses the list entry endpoints to pull the detailed custom field data associated with that opportunity. This allows you to build complex reporting workflows, such as calculating the total pipeline value for a specific sector or identifying deals that have stalled in a particular stage for more than two weeks based on the last activity date.
Since every Affinity account has different custom fields, the agent does not guess the field names. It uses a two step process. First, it calls the metadata endpoints for companies, persons, or lists to retrieve a map of field names to their unique IDs. Second, it uses those IDs in the actual data request. This means you can use natural language like find the company revenue field, and the agent will resolve that to the correct ID for your account before executing the search, making the integration feel seamless and intuitive.

Alternatives to Affinity

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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