New companies in Affinity — Members in Orbit

The scenario catches new companies in Affinity and creates members in Orbit. Runs on its own, no manual copying.

  • Every new company in Affinity gets a contact in Orbit.
  • No empty companies you can't reach.
  • The company's data flows into the person's card by itself.

How it works

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

  1. Starts when: Copper
  2. Then: Microsoft Outlook

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