Affinity + Dashworks Integrations
Put Affinity + Dashworks to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Affinity and Dashworks
See the kind of workflows teams build with Affinity and Dashworks below — describe the exact one you want above and the Agent builds it on demand.
Affinity + Dashworks
When a document event occurs in Dashworks, sync activity records to Affinity.
Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Dashworks, automatically create or update their contact profile and log the activity in Affinity.
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Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Dashworks, automatically create a new sales deal in Affinity so account executives can take over seamless follow-up.
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Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Affinity, automatically instruct Dashworks to send a targeted follow-up or answer prospective buyer questions.
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Browse the full workflow library →
Looking to achieve something else with Affinity and Dashworks?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Affinity and Dashworks
Everything Affinity and Dashworks can do inside a workflow — the triggers that start one and the actions that run when it fires.
Affinity Explore Affinity →
Affinity is a relationship intelligence CRM built for investment professionals to automatically capture network interactions and deal flow.
TriggersTriggers when a new organization is added.
Triggers when a field value changes (addition, deletion, or update)
Triggers when a new entry is added onto a List.
Triggers when a new list is added.
Triggers when a new opportunity is added.
Triggers when a new person is added.
Add a organization to a list. Duplicate entries can be created.
Add an opportunity to a list. Duplicate entries can be created.
Add a person to a list. Duplicate entries can be created.
Create a new organization. Use a Search if you do not want duplicates to be created.
Add a person, organization, or opportunity to a list. Duplicate entries can be created.
Create a new note on a person, organization, or opportunity.
Dashworks Explore Dashworks →
Dashworks is an enterprise AI search assistant that connects company software tools to answer internal team questions.
ActionsDeletes a document from Dashworks.
Generates an answer from a Dashworks Bot.
Retrieves a single document or lists multiple documents from Dashworks.
Updates or creates a document in Dashworks with optional document ID (UUID).
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Affinity + Dashworks
Is there a pre-built Affinity + Dashworks automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Affinity and Dashworks's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Affinity or Dashworks connector?
No. The Agent works whether or not Affinity or Dashworks already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting a chatbot to my CRM benefit my sales team?
Leads gathered by Dashworks are immediately passed to Affinity as updated contacts or sales opportunities, giving reps rich context without manual data entry.
Can chatbot conversations automatically update existing sales deals?
Yes, when a conversation is handed off or finished in Dashworks, details and interaction logs can automatically update contact profiles or deal stages in Affinity.