Add Affinity to your AI agent
Affinity helps private capital investors to find, manage, and close more deals
- Things your agent can do in Affinity
- 20
Things your AI can do in Affinity
Your FormWise AI can handle any of these in Affinity — on its own, without you needing to click a button.
Get all companies
PopularAffinity 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 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 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 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.
Show 8 more things it can do
Get current user
Returns metadata about the current user.
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 all lists
Returns metadata on Lists.
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.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Affinity is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Affinity, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Affinity for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Affinity work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Affinity to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Affinity in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Affinity.
- 3
Hit "Connect"
Click "Connect Affinity" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Affinity
Build a quick AI Agent (it's like writing instructions, not code), and pick the Affinity actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Affinity for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Affinity workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Affinity users had before signing up
Do I need to know how to code?
Not even a little. If you can use Affinity today, you can set this up. You'll connect Affinity, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Affinity login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Affinity or delete everything any time.
What happens when Affinity updates their app?
We handle it. When Affinity adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Affinity takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Affinity — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Affinity on FormWise
Affinity helps private capital investors to find, manage, and close more deals
Connect Affinity once and your FormWise AI gets 20 things it can do inside it. That means your AI can handle the Affinity work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Affinity? Take a look at www.affinity.co.
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Stop doing the Affinity work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.