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Integrations

Connect Affinity to Ventos

Use this administrator guide to connect Affinity for your organization. Once it is connected, Ventos can work with the CRM records available to your team; no separate team-member connection is required.

Organization connection

Section titled “Organization connection”

Connecting Affinity for your organization indexes its records, notes, and files into the knowledge base.

How Ventos makes changes

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Affinity does not have a personal connection. Ventos uses the organization API key to create or update records. When it creates a note, Affinity attributes the note to the Affinity user whose email matches the person signed in to Ventos; if there is no match, it attributes the note to the API key owner.

Before you begin

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You need an Admin role in Ventos, access to Affinity’s Settings › API Keys, and a way to store the generated key securely. Do not share the key in a chat or send it to people who do not administer the integration.

Connect Affinity for your organization

Section titled “Connect Affinity for your organization”

Affinity needs only an organization-level connection — there’s no separate personal step. Do this once, as an admin.

  1. In Affinity, open Settings › API Keys and generate a new API key.
  2. In Ventos, open Settings › Integrations and click Connect on the Affinity card.
  3. Paste the API key and click Save. A green check mark confirms the connection.

To update the key or disconnect later, click Manage on the Affinity card.

What success looks like

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The Affinity card shows as connected. Your team can then ask Ventos to work with the records and lists available through the configured workspace.

Next steps

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