Connect Affinity to clariBI
Connect Affinity with your API key, choose the records to sync, and get your relationship pipeline sitting next to the revenue it drives.
clariBI| Connection | API connector. You paste your Affinity API key. |
| Access | Read-only. clariBI never writes to Affinity. |
| Sync | When the data is more than a day old, clariBI syncs it again before a question, dashboard refresh or report uses it. You can also press Sync now. |
| More endpoints | 73 documented Affinity endpoints you can add, up to 30 per source (trial, Starter and above) |
| Plans | Every plan, including Free. Asking questions in plain English needs the trial or Starter and above. |
About Affinity
Affinity is a relationship intelligence CRM for managing deal flow, companies, and the people behind them.
clariBI reads Affinity through its v2 REST API using your own API key: opportunities, companies, and persons. Access is read-only, and clariBI never edits a record in your CRM.
Vendor site: affinity.co
What clariBI syncs
clariBI pulls the records you select through the Affinity v2 REST API, follows the next-page links to the end of the list, lands it as a preprocessed dataset, and refreshes it once it is more than a day old. Access is read-only.
For each selected object, clariBI syncs the records with their names, lists, domains, and types, then builds an insights dashboard you can query, extend, or pull into reports.
clariBI only ever reads. It never edits a record in Affinity.
What you can chart
- Opportunities by list (pipeline stage)
- Companies by domain coverage
- Persons by type (internal, external, collaborator)
- Deal flow distribution across lists
- Record counts lined up with funding or campaigns
How to connect Affinity
Open Data Sources in clariBI
In clariBI, go to Data Sources > Add Data Source, find Affinity, and paste your Affinity API key (Settings > API). The key is stored encrypted.
Choose the records to sync
Pick the objects to pull (opportunities, companies, persons). clariBI reads them read-only and paginates the full list.
Sync, then get dashboards
clariBI syncs the records, preprocesses them, and builds an insights dashboard. Ask "How is deal flow split across our lists?" and clariBI reads the synced CRM data alongside your revenue.
Questions you can ask
Asking in plain English uses AI credits, so it needs the trial or a Starter, Professional or Enterprise plan. Totals and trends are computed from the synced rows; the AI plans the question, picks the chart and writes the explanation.
- "How does our deal flow by list line up with closed revenue?"
- "Which companies in our network turned into opportunities?"
About the Affinity connector
What do I need to connect Affinity?
Your Affinity API key (Settings then API). You paste it into clariBI once; the key is stored encrypted. The v2 read endpoints are available on select Affinity license types.
Can clariBI change my CRM records?
No. The connector only reads the records you select. It never edits a company, person, or opportunity.
Which clariBI plans include Affinity?
Every plan can connect Affinity, within its data source limit: 3 on Free, 5 on Lite, 10 on Starter, 50 on Professional and 100 on Enterprise. Each source gets an automatic dashboard on every plan. Asking questions in plain English, AI reports and adding endpoints from the Affinity catalog need the trial or a Starter, Professional or Enterprise plan.
Try Affinity in clariBI
The trial lasts 14 days, includes 50 AI credits and needs no card. When it ends, your account moves to the Free plan and keeps its data and dashboards.