Affinity + Visible Integrations
Put Affinity + Visible to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Affinity and Visible
See the kind of workflows teams build with Affinity and Visible below — describe the exact one you want above and the Agent builds it on demand.
Affinity + Visible
When requests are completed in Visible, automatically create notes in Affinity.
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in Visible, automatically log an activity in Affinity so account managers can respond promptly.
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Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Affinity, prompt Visible to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
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Export executive report when a high-value lead is created
When a new lead enters Affinity, automatically generate and export a detailed analytics report in Visible to evaluate marketing campaign performance.
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Browse the full workflow library →
Looking to achieve something else with Affinity and Visible?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Affinity and Visible
Everything Affinity and Visible 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.
Visible Explore Visible →
Visible is investor communications and analytics software that helps companies track performance metrics and report to stakeholders.
TriggersTriggers when a response to a request is completed (investor platform only)
Creates a new investor in a fundraising pipeline
Creates a contact (or updates contact based on email address)
Increments a data point for an existing metric (the metric must be a daily metric)
Creates a new portfolio company (investor platform only)
Sets or replaces a data point for an existing metric (the metric must be a daily metric)
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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 + Visible
Is there a pre-built Affinity + Visible automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Affinity and Visible's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Affinity or Visible connector?
No. The Agent works whether or not Affinity or Visible 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 Visible to Affinity help our sales team?
It automatically logs sales milestones into Visible for real-time reporting and lets BI alerts update record details or log activities in Affinity when key thresholds are reached.
Can dashboard updates be automated when deals close in Affinity?
Yes, whenever key milestones like winning a deal occur in Affinity, Visible can automatically refresh dashboards or export updated reports for leadership.