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Affinity

The Affinity tool for Superface allows you to quickly add the following capabilities:

  • Fetches all opportunities from Affinity meeting search criteria from the team's data.
  • Finds and retrieves organizations from Affinity's database.
  • Fetches all persons from Affinity meeting the search criteria.
  • Retrieve all fields and their values from Affinity for a specific organization, person or list entry.
  • Retrieve a specific list from Affinity by its name and obtain field values for its list entries.
  • Fetches a specific person from Affinity based on person ID.

Requirements​

You will need:

Authentication​

This tool uses Basic Authentication.

The authentication for Affinity in Superface

Enter your personal username and password. This will authenticate the tool as you so it can take the same actions as you would within the CRM.

Click on Save Changes and the Affinity tool is ready to use.

Import your schema

Remember to re-import the schema in your GPT to update it with the new capabilities added by this tool.

Example prompts​

To test that everything is working as it should be, from your GPT or the Superface Agent you can try asking:

  • Show me the details for the organization <organization name>
  • List all open opportunities from the past 7 days