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Playbook

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Affinity

Call affinity_get_auth_whoami first to verify the workspace and API key. Use search and get actions to resolve Affinity IDs before mutating data. Affinity list entries are rows that connect a person, organization, or opportunity to a list. Field values belong to entities or list entries and need the matching field and entity identifiers. Create, update, delete, file-upload, and webhook actions change customer data. Confirm the target and payload first. Use the rate-limit action when planning a large sync. Affinity recommends an initial REST backfill followed by webhooks for incremental updates.