Integrations / CRM
Connect Affinity to WhatsApp: companies and opportunities by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Affinity once, then ask Flann to look things up in it or get work done in it, by text or voice note. Affinity is where your leads and customers live. Flann puts that record in your pocket and keeps it current from WhatsApp.
20 actions in Affinity. All of them only look things up, so nothing in Affinity is ever changed. You connect with your API key.
What you can ask Flann to do in Affinity
Send any of these on WhatsApp, in your own words. Flann finds the right Affinity action and fills in the details from the conversation.
“Show me my companies in Affinity.”
“Show me my entries in Affinity.”
“Show me my persons in Affinity.”
What Flann can work with in Affinity
Affinity gives Flann 20 actions across 8 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Companies | look up | 2 |
| Opportunities | look up | 2 |
| Entries | look up | 2 |
| Persons | look up | 2 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Affinity.
| Compare | Opening AffinityLog in, find it, do it | A fixed workflowTriggers built in advance | Affinity through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about companies | By hand, screen by screen | Only the look-ups someone built | 20 look-ups, answered straight away |
| Affinity records | All of them, one screen at a time | Only the ones you wire up | 8 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Affinity API key, once |
YesPartlyNo
Step by step: Affinity jobs you can hand to Flann
Each step below names the Affinity action Flann actually runs.
Get answers about your companies
- You message Flann on WhatsApp: “What is the latest on our companies in Affinity?”
- Flann runs
Get all companiesandGet a single companyin Affinity and shows you what it found. - Nothing in Affinity is changed: these are look-ups, so they run straight away.
Check your opportunities from WhatsApp
- You message Flann on WhatsApp: “Show me where our opportunities in Affinity stand.”
- Flann runs
Get all opportunitiesandGet a single opportunityin Affinity and shows you what it found. - Nothing in Affinity is changed: these are look-ups, so they run straight away.
Get answers about your entries
- You message Flann on WhatsApp: “What is the latest on our entries in Affinity?”
- Flann runs
Get all list entries on a listandGet all list entries on a saved viewin Affinity and shows you what it found. - Nothing in Affinity is changed: these are look-ups, so they run straight away.
Repetitive Affinity work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Deals with no next step
Today
Deals pile up in Affinity with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.
With Flann
“Show me open deals in Affinity with no next step or no activity this month.”
Going stage by stage through Affinity, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.
What you stop doing: Pipeline reviews no longer begin with clicking through every deal.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to Affinity. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to Affinity tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks Affinity so it does not create a contact that already exists. New contacts are prepared with the tag you asked for.
What you stop doing: Event contacts reach your records while the conversation is still fresh.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Affinity
- In Flann, go to Connectors and find Affinity.
- Paste your Affinity API key into the secure form Flann opens. You will find the key in your Affinity account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Affinity action itself.
Look-ups run as soon as you ask and change nothing in Affinity. You can disconnect Affinity from Connectors at any time.
Ways to use Affinity with Flann
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Affinity in a few lines you can read in a queue.
Move deals forward
Tell Flann a deal closed or stalled.
Follow up the leads you forgot
Ask Flann which leads in Affinity have not heard from you in a week. It lists them and drafts the follow-up for each.
Everything Flann can do in Affinity
The full list of Affinity actions available to Flann once you connect it.
Looks up 20
- Get all companies
- Get a company s list entries
- Get a company s lists
- Get a person s list entries
- Get a person s lists
- Get a single company
- Get a single opportunity
- Get a single person
- Get all list entries on a list
- Get all list entries on a saved view
- Get all opportunities
- Get all persons
- Get current user
- Get metadata on a single list
- Get metadata on a single list s fields
- Get metadata on a single saved view
- Get metadata on all lists
- Get metadata on company fields
- Get metadata on person fields
- Get metadata on saved views
Changes 0
None.
More CRM apps Flann works with
TwentyCommon questions
What can Flann do with companies in Affinity?
Flann can look up companies in Affinity, using 2 actions (Get all companies, Get a single company). All of them only look things up, so they run straight away.
What can Flann do with opportunities in Affinity?
Flann can look up opportunities in Affinity, using 2 actions (Get all opportunities, Get a single opportunity). All of them only look things up, so they run straight away.
How does Flann connect to Affinity?
Open Connectors in Flann, choose Affinity and paste your Affinity API key into a secure form. You will find the key in your Affinity account settings. Once it is connected, Flann can use 20 actions in Affinity.
Can I use Affinity from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Affinity for you. You do not need to open Affinity.
Which Flann plan do I need for Affinity?
Any of them. Every Flann plan includes Affinity and every other app.