Affinity

Last updated: September 8, 2025

The Affinity integration lets Zams work with your relationship data — people, organizations, opportunities, lists, notes, interactions, and reminders — using natural language. Use it to add or update records, pull list entries, log notes, and set follow-ups without leaving Zams.

Connection Method

  • Type: API Key

  • Requirements:

    • An active Affinity account

    • Your Affinity API key

  • Connect in Zams

    1. Go to Integrations → Affinity.

    2. Click Connect and paste your API key.

    3. Save. Affinity actions become available to your agents.

Available Functionalites

Core Records

Funcionality

Description

People

Create, update, search, or delete people. Manage emails, organizations, and locations. Retrieve person profiles.

Organizations

Create, update, search, or delete organizations. Manage domains, associated people, and locations. Retrieve organization profiles.

Opportunities

Create, update, search, or delete opportunities. Associate with people or organizations. Retrieve opportunity details.

Lists & Entries

View all lists, create new lists (for people, orgs, or opportunities), get list details/fields, and manage list entries (add or remove people/orgs).

Custom Fields & Values

View available fields, create new fields, and set values (cell data) on people, orgs, opportunities, or list entries.

Collaborations & Activity

Funcionality

Description

Notes

Create notes, fetch notes, and retrieve note details linked to people, organizations, or opportunities.

Interactions

Retrieve meetings, calls, chats, and emails within a time range and linked to people, orgs, or opportunities.

Reminders

Create, update, or delete reminders (one-time or recurring). Retrieve reminders and details, assign to people, orgs, or opportunities.

Person Validations

Check if a person is external or a collaborator, convert them if needed, and validate IDs before assigning reminders.

Example of Use

- Add a person and link to an organization

“ @Affinity Create a person Sarah Patel (sarah@northwind.com) and associate her with Northwind Traders.”

  • Update an opportunity

“@Affinity Rename the opportunity Pilot with Globex to Phase 2 Pilot – Globex and add john@globex.com as a related person.”

  • Populate a list with contacts

“@Affinity Show entries in my Strategic Accounts list, then add Northwind Traders to that list.”

  • Capture meeting notes

“@Affinity Add a note to Sarah Patel saying: ‘Great intro call—send proposal by Friday.’”

  • Set a follow-up reminder

“@Affinity Create a one-time reminder for Northwind Traders due next Tuesday: ‘Review proposal feedback.’”

Note

For updates, provide only the fields you want to change. If you’re unsure of IDs, ask Zams to find them first (e.g., “Find the organization ID for Northwind Traders.”).