A new contact — instantly a card on your task board

As soon as a contact appears in Affinity, the scenario creates a card for it on the board in okoCrm with its data.

  • Fires on a new contact in Affinity
  • Creates a card in okoCrm
  • Carries over the contact's data
  • Nothing gets lost
Set it upScriptera

How it works

To create Affinity records from okoCrm without manual input, use a ready-made scenario.

  1. Starts when: On created contact
  2. Then: Create item

You can launch this okoCrm + Affinity integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios