Reference — lookup information.
- Important Callout: If you’re on the new Advanced or Enterprise tiers, and trying to create a custom Slack message for field updates made in Affinity, check out Affinity’s new Automation Builder. Please note that Affinity’s Automation Builder is not supported for Microsoft Teams at this time.
Overview
- Entity
- Person
- Organization
- Opportunity
- Entity Associations
- Fields
- Text Formatting
- Example
Entity
There are three objects that are accessible in configuring the Slack/Microsoft Teams message: Person, Organization, and Opportunity. It is critical that you understand which type of entity the integration is enabled for.
Person
Here are the valid expressions for a Person entity:
{entity.first_name}{entity.last_name}{entity.primary_email}
Organization
Here are the valid expressions for an Organization entity:
{entity.name}{entity.domain}
- Wrapping the above with <> appended with
https:// will create a clickable link in Slack (not available in Microsoft Teams):
<https://{entity.domain}><https://{entity.domain}|{entity.name}><https://{entity.domain}|Custom Text Here>
Opportunity
Here are the valid expressions for an Opportunity entity:
{entity.name} Note: Affinity Data fields and enriched fields are not accessible for custom message formatting for opportunities.
Entity Associations
These are the people/organizations associated with an entity (opportunity, organization, person).
- For a people list, you can access the organizations associated with that person using
{entity.organization_names}.
- For an organization list, you can access the people associated with that organization using
{entity.person_names}.
- For an opportunity list, you can access both the associated organizations and people using
{entity.organization_names} and {entity.person_names}, respectively.
- For both of those associations, the output will be a comma-separated list of the names of the organizations and people (see example below):
{entity.organization_names} => Stripe, Dropbox, Affinity{entity.person_names} => Mimi Lee, Calvin Lee
Fields
These are the fields you can change to trigger a response or fields you would like to have populated in a message. Think of these as columns in your list. You can reference the fields by the Index, in the same order as your input in the list in the previous step.
- For example, if you added
[12345, 678910]…
- You can reference the field
12345 by field[0]
- You can reference the field
678910 by field[1] It’s also important to double-check the field value Type as it changes the way you can access the actual value. See below on how to access the value of each field by type:
| Field Type | Option | Variable |
|---|
| Text | Entire Text | {field[0].value} |
| Number | Choice of number in column | {field[0].value} |
| Date | Entire Date | {field[0].value} |
| Ranked Dropdown (e.g. Status) | Dropdown Text | {field[0].value.text} |
| Managed Dropdown | Dropdown option | {field[0].value} |
| Person | First Name | {field[0].value.first_name} |
| Person | Last Name | {field[0].value.last_name} |
| Person | Primary Email | {field[0].value.primary_email} |
| Organization | Name | {field[0].value.name} |
| Organization | Domain | {field[0].value.domain} |
| Location | Street Address | {field[0].value.street_address} |
| Location | City | {field[0].value.city} |
| Location | State | {field[0].value.state} |
Text Formatting
Please note that not all formatting is compatible with Microsoft Teams and Slack.
| Format Types | In Affinity | In Slack |
|---|
| Italic | italics | italics |
| Bold | *bold* | bold |
| Strikethrough | strikethrough | strikethrough |
| Line Break | line\nbreak | linebreak |
| Link to website | <https://{entity.domain}> | https://affinity.co |
| Link to website with company name | <https://{entity.domain}|{entity.name}> | Affinity |
| Link to website with custom text | <https://{entity.domain}|Custom Text Here> | Custom Text Here |
| Link to Person’s Profile | <https://subdomain.affinity.co/persons/{entity.id}|{entity.first_name} {entity.last_name}> | John Doe |
| Link to Organization’s Profile | <https://subdomain.affinity.co/companies/{entity.id}|{entity.name}> | Company XYZ |
| Link to Opportunity’s Profile | <https://subdomain.affinity.co/opportunities/{entity.id}|{entity.name}> | Opportunity 123 |
| Notify the team | <!here> | @here |
Example
Sheet View Integration View {field[1].value.first_name} just closed {entity.name} for ${field[0].value}! This will translate into: “Calvin just closed Affinity for $10000000!”
Screenshots
