How to integrate Affinity with Slack

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Brian Lee
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Integrate Affinity with Slack by reaching out to support@affinity.co or your Affinity CSM and asking them to unlock this integration for your account. As always, you must be on the Premium or Enterprise Tiers and be an account admin (see Affinity Native Integrations).

  1. Once you've done the above, click your Personal Avatar on the top-right corner of your screen, then click Affinity Settings.
    Affinity_Settings.png

  2. Click on the Integrations tab, then click on Slack.
    Slack.png

  3. Jump to the relevant Slack integration to learn more:
    1. Affinity Field Updates to a Slack Channel
    2. Affinity Notes from a List to a Slack Channel
    3. Affinity Organization Notes to a Slack Channel
    4. All Affinity Notes into a Slack Channel

 

Affinity Field Updates to a Slack Channel

For updates that you/your team members make to certain fields, they will be pushed to a specific Slack channel. This integration may require some additional guidance for steps 5 and 7, so please reach out to support@affinity.co.

  1. Within the Affinity Field Updates to a Slack Channel integration, click Select.
    Affinity_Field_Updates_Select.png

  2. Click Configure new solution.
    Affinity_Field_Updates_Configure_new.png

  3. Authenticate your Slack account, then click Next.
    Affinity_Field_Updates_Authenticate-2.png

  4. Select which Affinity Field and Field Value will be considered as the trigger. For Field, the dropdown options will be in the following format: [List Name] Field Name. For Field Value, type out the field value(s) depending on what is available in the Field. Once you're done, click Next.
    Affinity_Field_Updates_Trigger_and_Field_Value.png

  5. Add some additional filter conditions for increased specificity (optional). This requires you to know the field IDs of the Affinity fields that you're setting up the filter conditions for.
    1. You can learn how to do so through the How to find a Field ID tutorial.
    2. Otherwise, you can also use Affinity's API to receive the relevant field IDs.
    3. If you don't need additional filter conditions, you can skip this step.
      Affinity_Field_Updates_Additional_Fitlers.png

  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.
    1. Note: Only public channels, private channels, and DMs are supported at this time. Group DMs are not supported at this time.
  7. Now, embed fields and field values as a custom message (required). This requires you to know the field IDs of the Affinity fields that you're planning to include in your custom message.
    1. You can learn how to do so through the How to find a Field ID tutorial.
    2. Otherwise, you can also use Affinity's API to receive the relevant field IDs.
      Affinity_Field_Updates_Final_Part_2.png

Affinity Notes from a List to 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.

Note: For this integration, threaded replies within notes will not be sent as notifications to the designated Slack channel. 

  1. Within the Affinity Notes from a List to a Slack Channel integration, click Select.
    Affinity_Notes_from_a_List_to_a_Slack_Channel.png

  2. Click Configure new solution.
    Affinity_Notes_from_a_List_Configure_new.png

  3. Authenticate your Slack account.
  4. Select which Affinity list you will sync from.
  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.
    1. Note: Only public channels, private channels, and DMs are supported at this time. Group DMs are not supported at this time.
      Affinity_Notes_from_a_List_Flow.png

  6. 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.

Affinity Organization Notes to 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.

Note: For this integration, threaded replies within notes will not be sent as notifications to the designated Slack channel. 

  1. Within the Affinity Organization Notes to a Slack Channel integration, click Select.
    Affinity_Organization_Notes_to_a_Slack_Channel.png

  2. Click Configure new solution.
    Affinity_Organization_Notes_Configure_new.png

  3. Authenticate your Slack account, then click Finish.
    Affinity_Organization_Notes_Authenticate.png

  4. Go to a 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.
  5. Fill out the name of the Slack channel (i.e. gong-notes) where the notes will be pushed to and you're all set!
    Note: If you'd like, you can have multiple organizations direct their notes to the same Slack channel.
    gong-notes.png

All Affinity Notes into a Slack Channel

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

Note: For this integration, threaded replies within a note will also be sent as notifications to the designated Slack channel.

  1. Within the All Affinity Notes to a Slack Channel integration, click Select.
    All_Affinity_Notes_to_a_Slack_Channel.png

  2. Click Configure new solution.
    All_Affinity_Notes_Configure_new.png

  3. Authenticate your Slack account.
  4. Select which Slack channel you'd like to push the notes into, or create a new Slack channel dedicated to these notes if you'd like.
    1. Note: Only public channels, private channels, and DMs are supported at this time. Group DMs are not supported at this time.
  5. Once you select the channel, click Finish and you're all set!
    All_Affinity_Notes_Authenticate_Flow.png

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