Connect CB Insights and Affinity to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
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- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Launch your first automated workflow
Start with a template that brings CB Insights and Affinity together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate CB Insights with Affinity - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Get Business Relationships" from CB Insights.
Add your action
An action happens after the trigger—such as "New Organization List Entry" in Affinity.
You’re connected!
Zapier seamlessly connects CB Insights and Affinity, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Organization IDRequired
- Limit
Try ItTriggerPolling- Organization IDs
- Organization name
- Organization URL
- Keyword
- Minimum last funding date
- Maximum last funding date
- Last Funding Round Categories
- Organization Status
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Country IDs
- Region IDs
- State IDs
- City IDs
Try ItTriggerPolling- The exact name of an organization to query.
- The URL of an organization to query.
ActionSearch- ListRequired
Try ItTriggerPolling
- Organization IDs
- Funding Round Category IDs
- Collection IDs
- Sector IDs
- Industry IDs
- Subindustry IDs
- Continent IDs
- Region IDs
- Country IDs
- State IDs
- City IDs
- Investor Organization IDs
- Minimum Deal Date
- Maximum Deal Date
- Limit
Try ItTriggerPolling- The organization id of the deal to fetch.Required
ActionSearch- New Organization
Triggers when a new organization is added.
Try ItTriggerPolling - ListRequired
Try ItTriggerPolling
For AI agents & developers
Use CB Insights and Affinity with AI agents and code
Beyond Zap workflows. Call CB Insights and Affinity actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose CB Insights and Affinity actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger CB Insights and Affinity actions from backend services, scripts, or agent code.
Install
# TypeScript / Node npm install @zapier/zapier-sdk
Run an action
import { createZapierSdk } from '@zapier/zapier-sdk';
const zapier = createZapierSdk();
await zapier.runAction({ /* cb-insights / affinity action */ });There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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The average user takes less than 6 minutes to set up a Zap
Connect CB Insights and Affinity to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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