How to integrate Affinity with Slack

Learn about the different ways you can integrate Affinity with Slack by reaching out to solutions@affinity.co or your Affinity CSM and asking them to unlock this integration. As always, you must have Affinity API access and be an admin (see Affinity Native Integrations).

1. Once you've done the above, click the Menu icon, then click Settings.
2. Click on the Integrations tab.
3. Click one of the solutions below to learn more:
   1. How to push notes from an Affinity list into a Slack channel
   2. How to push notes from a specific organization in Affinity into a Slack channel
   3. How to push all notes from Affinity into a Slack channel

How to push notes from an Affinity list into a Slack channel

For any notes that you/your team members add to the list entries within a specific list, they will be pushed into a specific Slack channel.

1. On the Integrations tab, scroll down to Slack (List Notes) and click Edit.
   
   
   
2. Click Configure new solution.
   
   
   
3. Name your solution (we recommend the name of the Affinity list you will sync from).
   
   
   
4. Authenticate your Slack account. You will see a modal prompting you to accept the permissions.
5. Select which Affinity list you will sync from.
   
   
   
6. Select which Slack channel you'd like to push the notes into. Create a new Slack channel dedicated to these notes if you'd like.
   
   
   
7. Click Finish and you're all set! Now, any notes added to the list entries in that specific list will also be pushed to the designated Slack channel.
   
   

How to push notes from a specific organization in Affinity into a Slack channel

For any notes that you/your team members add to a specific organization, they will be pushed into a specific Slack channel.

1. On the Integrations tab, scroll down to Slack (Org Notes) and click Edit.
   
   
   
2. Click Configure new solution.
   
   
   
3. Name your solution (we recommend the name of the organization you will sync from).
   
   
   
4. Authenticate your Slack account, then click Finish.
   
   
   
5. Go to that specific organization's profile page (i.e. Gong). You will see that Affinity automatically created a custom global field titled Slack Channel under the General tab.
6. Fill out the name of the Slack channel (i.e. #gong-notes) where the notes will be pushed to and you're all set!
   
   
   

How to push all notes from Affinity into a Slack channel

For any notes that you/your team members add to Affinity in general, they will be pushed into a specific Slack channel.

1. On the Integrations tab, scroll down to Slack (Notes) and click Edit.
   
   
   
2. Click Configure new solution.
   
   
   
3. Name your solution (we recommend naming it "All Notes").
   
   
   
4. Authenticate your Slack account. You will see a modal prompting you to accept the permissions.
5. Select which Slack channel you'd like to push the notes into. Create a new Slack channel dedicated to these notes if you'd like.