Sharepoint integration

Automatically capture your documents by connecting your Sharepoint account to Affinity.

List management and file syncing

Add a company to a list and automatically capture any attached files to Sharepoint.

Seamlessly store important collateral, pitch decks, NDAs, and more in both applications.

Most popular workflows

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File uploaded to Affinity
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File uploaded to Sharepoint
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Attachment found in email
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Attachment uploaded to Sharepoint
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Automatically capture key files with Affinity and Sharepoint

Artesian uses Sharepoint’s integration with Affinity to capture any files related to a prospective company, including decks or pitch videos connected to an application. This ensures all information is automatically consolidated into a single activity timeline for each contact.

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Connect with other tools and apps

Microsoft Teams

Keep the whole team informed on new deals and status changes with instant Teams notifications.

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Track RSVPs, view relationship insights on attendees, and manage event follow-ups in Affinity

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Push your relationship intelligence into Vestberry to uncover new connections, insights, and investment opportunities hidden in your portfolio.

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